Jennifer Schroer

Professional Profile

Jennifer Schroer is a Private Client Manager at Bank of America Private Bank in Palo Alto, California. She is a primary point of contact for a diverse group of ultra-high-net-worth clients in Silicon Valley and the San Francisco Bay area, focusing on business owners, technology executives, and multigenerational families. Jennifer applies more than 19 years of financial experience to assist clients with liquidity needs, credit and lending solutions, as well as day-to-day banking needs. In addition, along with a team of skilled professionals across the Private Bank, she helps deliver customized offerings based on each client’s wealth management objectives. These may include strategies for investment management, business succession and philanthropy, as well as trust and estate planning services.

Throughout her financial career, Jennifer has focused on building and managing relationships with clients and across internal teams. She joined Bank of America in 2004, holding branch management positions at Financial Centers and most recently as a Consumer Banking Market Leader in the San Francisco Bay Area Peninsula. Jennifer transitioned to her current role at the Private Bank in 2021. A Missouri native, she relocated to San Francisco after graduating from Missouri Southern State University with a bachelor’s degree in business management.

The mother of two young daughters, Jennifer wrote and published a children’s book. She is active in the community as a fundraiser for the March of Dimes and the American Heart Association.