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 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.
- Missouri Southern State University
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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.