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 Porch is a Senior Vice President and Private 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 Private Bank’s 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. 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.
- Big Sky Economic Development Authority - Montana PTAC
- Johnson County Community College, Kansas PTAC
- University of MIssouri, Extension - Business Development Program - Missouri PTAC
- Montana State University System
- University of Montana System
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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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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 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.