Jennifer Sherwood

Senior Vice President, Private Client Advisor

Professional Profile

Jennifer Sherwood is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Cincinnati, Ohio. Jennifer works closely with individuals and families to help them grow, sustain, and transfer their wealth, mindful of their distinctive priorities and intentions. A veteran advisor, she is skilled in anticipating the opportunities and challenges that lie at the intersection of a client’s personal and professional finances. With more than two decades of private banking experience, she brings a seasoned perspective to both sides of a client’s balance sheet, noting possible efficiencies and supporting clients in their efforts to optimize their financial future.                

Jennifer has particular depth advising business owners, entrepreneurs, senior executives, and their family members. She works in concert with a team of specialists to design and implement integrated initiatives in investing, trust and estate planning, lending, wealth structuring, and business succession, among others. Empathetic and discreet, she serves as a trusted confidante to people in the midst of significant transitions, such as the death of a loved one or divorce, helping them become more capable and informed stewards of their wealth.

Prior to joining Bank of America Private Bank (formerly U.S. Trust), Jennifer was an Executive Director and Banker with J.P. Morgan, serving in its Private Bank for more than seven years. Previously, she held client-advisory roles with other major banking institutions. She began her financial services career in 1991 after earning her B.S. from Northern Kentucky University.

Jennifer serves on the Board of Trustees for Talbert House and is a member of its Fatherhood Committee. She is also an active supporter of Ursuline Academy.

Jennifer lives in Madeira, Ohio, with her husband and two daughters.

EDUCATION

  • Northern Kentucky University

ORGANIZATIONS

  • Talbert House- Board Member

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

Theresa Hannah

Senior Trust Officer

513.929.3442

Key Contacts

Hayley Meno

Private Banking Associate I

513.929.5103

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

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.

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.