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 Lee is a Managing Director and Private Client Advisor at Bank of America Private Bank in Los Angeles, California. She leads a collaborative team of wealth management professionals to provide comprehensive planning, investment management, strategic credit and concierge banking services to high-net-worth individuals, families, multi-generational family offices, private foundations and nonprofit institutions. Jennifer joined Bank of America Private Bank in 2010 (formerly U.S. Trust) with the Investment Management team and continued on to become a Private Client Manager in 2015.
Jennifer is an active member of Bank of America's Greater Los Angeles Asian Leadership Team. Jennifer earned a Bachelor of Arts degree in English from University of California, Berkeley and holds the CERTIFIED FINANCIAL PLANNER™ certification.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.