At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Jason Foster is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Santa Rosa, California. Jason leads a team that is responsible for both the North Bay and Sacramento markets. As a Private Client Advisor, he works closely with high-net-worth clients, connecting them to a suite of capabilities that reflect their distinctive needs and interests, while leveraging the expansive scope and scale of the Private Bank.
Jason and his team have extensive experience in multiple areas of private banking, including fiduciary investment management; custom credit; complex trust, estate and business succession planning; and philanthropic consulting. He has advised business owners from a wide spectrum of industries, including wine, technology, specialty food and beverage, and medical device/biotech, among others. Passionate in his commitment to the well-being of each client, he looks to simplify complexity while supporting clients in their efforts to grow, preserve, and transfer their wealth more effectively. In addition to his client responsibilities, he serves as the Bank’s Market President for Napa, Marin and Sonoma counties, working to align the Bank’s various lines of business locally to deliver for clients, employees and the community.
Jason joined Bank of America in 1997 and has been working in the Private Bank (formerly U.S. Trust) since 2010. Prior to his current role, he served as the Consumer Market Executive, responsible for leading the Bank’s branch network across Marin, Sonoma, Napa and Solano counties. Previously, he was the Premier Banking and Investment Market Manager in both San Francisco and the North Bay.
Jason is a frequent volunteer with key community partners, including Redwood Empire Food Bank, Junior Achievement and the Rincon Valley Little League.
Jason lives in Santa Rosa with his wife, Jennifer, and their two boys, Julian and Jack. In his free time, he is an avid skier, golfer, and mountain bike rider.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.