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 Palmgren is a Senior Vice President, Private Client Advisor within Bank of America Private Bank based in Atlanta, Georgia. Jason works with an accomplished clientele, helping Ultra high net worth individuals and their families advance their unique objectives through a highly customized approach. With over 13 years of Banking experience, Jason has served in multiple roles including Retail, Commercial and Middle Market Banking providing clients with strategic, proactive and forward-thinking ideas to support growth and achieve their desired goals. Jason Joined the Private Bank in November of 2022.
Jason adopts a client centric approach always putting the needs and goals of the client in the center of everything he does. He directs a team of Private Banking specialists in investments, trust and estate planning services, wealth strategies, banking and lending, and philanthropy. Together they deliver a vast array of strategies and initiatives to help achieve short term and long-term goals. Jason provides a sense of urgency when delivering for his clients to help ensure that their time is respected and valued.
Prior to his Banking career Jason spent 6 years in Big Box Retail Store Management overseeing stores for some of the Fortune 100 Largest retailers in the United States. Jason’s experience as an operator truly resonates with business owners and allows him to share a unique perspective resulting in a more robust conversation.
Jason actively contributes to his community and is an esteemed member of the Gwinnett County Chamber of Commerce, where he is currently serving on the Board of Directors. He has also been serving on the Ambassadors Council for the last 2 years being an advocate for businesses throughout Gwinnett County. Jason attended Georgia Southern University where he studied Mechanical Engineering. He currently resides in Braselton with his wife and 4 children and loves spending time with his family.
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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.