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.
Jeremy McLain is a Managing Director and Senior Trust Officer with Bank of America Private Bank in Seattle, Washington. In this role, he administers trust and investment management accounts, and provides insight into fiduciary matters, wealth preservation, and estate planning. He has been with the Private Bank since June 2007.
Prior to joining the Private Bank, Jeremy completed internships with National City Bank’s Allegiant Asset Management group in Cleveland, Ohio, and the Bank of America Private Bank in Los Angeles, California. Jeremy is a member of the Seattle Estate Planning Council and President of the Bellevue chapter of Ducks Unlimited.
Jeremy McLain holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.