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.
Jeffrey Mandell is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Princeton, New Jersey. He is a relationship manager and primary contact for many ultra-high-net-worth families. Jeff is committed to developing appropriate strategies and following through no matter how simple or complex the need.
To assist clients and their families with their most challenging goals, Jeff follows a thoughtful and disciplined approach, drawing on the vast resources of the Private Bank and Bank of America. He consults with other experienced and knowledgeable specialists to help clients with credit and liquidity needs, estate planning services, and business succession and tax minimization strategies, customized trusts and philanthropic giving.
Jeff wants clients to feel they can talk to him about whatever is on their mind. Flexible, open-minded, and a careful listener, Jeff has trained himself to help recognize a variety of client situations, such as family milestones or other events, which may trigger the need to make adjustments to their financial strategies. Jeff is proactive and believes the guidance he provides can be of value in a variety of ways to help clients pursue their goals.
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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.