Jeff Flaherty

Vice President, Private Client Advisor

Professional Profile

Jeff Flaherty is a Vice President and Private Client Advisor at Bank of America Private Bank. 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 strategies as well as customized credit and banking offerings.

Jeff participates in several organizations including Emerging Leaders Group for Phoenix Children’s Hospital, he sits on the Board of Directors for the Deer Valley Pilots Association, as well as participating in the Emerging Professionals Group for the Central Arizona Estate Planning Council.

Jeff graduated from Arizona State University with a degree in Interdisciplinary Studies with concentrations on Business and Justice Studies.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.


  • English


  • Arizona State University


  • Central Arizona Estate Planning Council
  • Deer Valley Pilots Association

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

David Schumacher

Portfolio Manager


David M Wentland

Portfolio Manager


Sarah L. Giles

Senior Trust Officer


Key Contacts

Jennifer (Jenny) Tyra

Private Banking Associate II


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


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.

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.