Jeff Flaherty, CPWA^®, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. In this role, he is responsible for connecting high-net-worth individuals and institutions with strategies that can help reach their financial goals. His approach combines the client experience of a boutique like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Jeff participates in several organizations, including the 40/40 Group for Phoenix Children’s Hospital, as well as the Emerging Professionals Group for the Central Arizona Estate Planning Council and had held a a position on the Board of Directors for the Deer Valley Pilots Association.

Jeff graduated from Arizona State University with a degree in interdisciplinary studies, with concentrations in business and justice studies.






*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks CPWA^® and Certified Private Wealth Advisor^®.  Use of CPWA^®, and/or Certified Private Wealth Advisor^® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.