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.
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.
- Central Arizona Estate Planning Council
- Deer Valley Pilots Association
- Arizona State University
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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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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.