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.
Rodney Jason Porch
Senior Vice President, Private Client Advisor
Professional Profile
Jason Porch is a Senior Vice President and Private & Institutional Client Advisor with Bank of America Private Bank in Kansas City, Missouri. Jason and his team work closely with individuals, family offices, senior executive, business owners, multigenerational families and nonprofit organizations, helping them thoughtfully and efficiently grow, preserve and transfer their wealth.
As a Private Client Associate, Jason and his team develop personalized strategies to help you and your family manage complexities of wealth. From broad-based investment management, backed by the Chief Investment Office and the extensive resources of Bank of America, to managing customized trusts and administering complex estates, Jason and his team have the experience and suite of solutions to help you meet your diverse needs and goals.
Prior to coming to Bank of America Private Bank, Jason was a Financial Advisor with Merrill Lynch Wealth Management. Jason also spent 18 years working as a Business Counselor and Program Manager for the Defense Logistics Agency’s government contracting program, Procurement Technical Assistance Program (PTAC). Jason continues to participate as an active volunteer for ECJC’s Growth Mentoring Service, United Ways Governance Academy, Habitat for Humanity and the First Tee Program.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
ORGANIZATIONS
- Big Sky Economic Development Authority - Montana PTAC
- Johnson County Community College, Kansas PTAC
- University of MIssouri, Extension - Business Development Program - Missouri PTAC
EDUCATION
- Montana State University System
- University of Montana System
LANGUAGES
- English
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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
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
FEATURED ARTICLES
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.
