Jason McClanahan

Senior Vice President, Private Client Advisor

Professional Profile

Jason McClanahan is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  Jason joined the firm in January of 2019, and has over 15 years of investment, custom credit, and banking experience supporting the needs of high and ultra-high net worth individuals and their families, as well as single and multi-family offices.  Jason believes in the team and leads a group of specialists to provide wealth management, estate planning, custom credit, and capital markets execution to clients.

Jason began his private banking career with Legacy Wachovia in Dallas and the eventual Wells Fargo Bank.  Jason was a private banker for almost ten years helping clients with custom credit needs that often involved the purchase or refinance of commercial investment real estate.  Jason served as a Wealth Advisor for the last two years before transitioning to U.S. Trust in 2019.

Earning his Bachelor’s degree in 2002 in Finance from Southern Methodist University, Jason also attended graduate banking school at the University of Washington in 2012.  Jason has held the CERTIFIED FINANCIAL PLANNER (CRP®) certification since 2008.

An avid supporter of his community, Jason has previously served on the Board of the Rockwall Community Playhouse, volunteered with Habitat for Humanity, and is currently the head coach for Rockwall’s 12U Amazing Angels Soccer Club.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Our Team

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

Erica Tyree

Private Client Manager

469.294.7117

Charles Bruce Denson Jr

Private Client Manager

214.443.3641

Key Contacts

Bentley J Beck

214.559.6333

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.