Jesse P Reando

Managing Director, Senior Trust Officer

Professional Profile

Jesse Reando is a Managing Director and Senior Trust Officer at Bank of America Private Bank. He has worked for Bank of America for 12 years, spending time in both trust administration and financial planning. In his current role, Jesse is actively involved with informing individuals and families on a broad spectrum of wealth planning topics (with a focus on estate planning) in addition to providing technical guidance on the administration of trusts. Jesse is responsible for fiduciary administration for investment management accounts, revocable and irrevocable trusts.

In his previous role as a Wealth Strategies Analyst, Jesse collaborated with the Wealth Strategists in preparing estate plan reviews, estate tax calculations, income tax projections, and Stochastic Models. Prior to joining Bank of America Private Bank (formerly U.S. Trust), Jesse worked in the finance department at Ernst & Young located in New York City.*

Jesse holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Boards of Standard. He is also a member of the Boston Estate Planning Council. Jesse received his B.S. in Finance from Quinnipiac University.

*In his role at Bank of America Private Bank, Jesse does not provide tax advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and  CERTIFIED FINANCIAL PLANNER™ in the U.S.
 

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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.

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.