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.
Jennifer C. Erdelyi is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank in Princeton, New Jersey. Together with team members from the Private Bank, she designs and implements strategies to help clients pursue specific wealth management goals that may include financial, estate and intergenerational wealth planning; wealth transfer; and philanthropy. Jennifer also serves as head of the Charitable Planning Center of Excellence, focused on bringing philanthropic planning solutions to clients. She works closely with clients ranging from business owners and non-profit organizations to families with inherited wealth, and has a particular interest in issues surrounding women and wealth.
Jennifer joined Bank of America Private Bank (formerly U.S. Trust) in 2017 as an Associate Wealth Strategies Advisor in Southeast Florida. Prior to that, she was a practicing attorney in Fort Lauderdale focused on estate planning and administration, corporate transactional, and regulatory law.
Jennifer earned a B.A. degree from Rutgers University. She received a full scholarship to Nova Southeastern University Shepard Broad College of Law, where she earned a J.D. degree and later served as an adjunct professor. Jennifer also holds an LL.M. degree in estate planning from the University of Miami. She is a member of the American Bar Association and its Real Property, Trust, and Estate Law Section; and the Florida Bar and its Real Property, Probate, and Trust Law Section.
Jennifer returned to her home state of New Jersey in 2020 to assume broader responsibilities as a Wealth Strategies Advisor. She and her family now reside across the Delaware River in Bucks County, Pennsylvania.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.