Jennifer C Erdelyi

Vice President, Wealth Strategies Advisor

Professional Profile

Jennifer Erdelyi is a Vice President and Wealth Strategies Advisor at Bank of America Private Bank.  In this role, Jennifer provides wealth management guidance and helps clients pursue their individual goals in financial and estate planning, risk management, wealth transfer, inter-generational planning and philanthropy. She coordinates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress.

Prior to joining the Private Bank, Jennifer served as a practicing attorney in Fort Lauderdale, Florida, focused in the fields of estate planning, estate administration, corporate transactional, and regulatory law.

Jennifer graduated from the University of Miami Heckerling Graduate Program in Estate Planning with an LL.M. degree in Estate Planning, received her J.D. degree from Nova Southeastern University Shepard Broad College of Law, and earned her B.A. degree from Rutgers University.  

Additionally, Jennifer has served as an Adjunct Professor at Nova Southeastern University Shepard Broad College of Law.  Jennifer is a member of the American Bar Association and the ABA's Real Property, Trust, and Estate Law section.  She is admitted to the Florida Bar, and is a member of the Florida Bar Real Property, Probate, and Trust Law Section and the Florida Association for Women Lawyers (FAWL).

Jennifer does not provide tax or legal advice in her role at Bank of America Private Bank.

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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.

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.