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.
Jesse Reando is a Managing Director and the Trust Solutions Strategic Opportunities Executive for Bank of America Private Bank. In this role, he serves both Private Bank and Merrill lines of business and is responsible for the cultivation and monitoring of new Trust business opportunities. One of Jesse’s primary responsibilities is to ensure the trust offering and onboarding experience meets the unique needs of our high and ultra-high-net-worth clients. Partnering with wealth management professionals across Bank of America, Jesse helps design trust-focused solutions to meet complex client needs.
With Bank of America for 15 years, Jesse has spent time in both the trust administration and financial planning groups. Prior to his current position, he was a Senior Trust Officer and worked with individuals and families to address a range of estate planning needs, while also offering technical guidance on the administration of trusts. Jesse collaborated with Wealth Strategists to prepare estate plan reviews, estate tax calculations, income tax projections and Stochastic Models. Before joining Bank of America Private Bank, Jesse worked in the finance department at Ernst & Young.
Jesse holds the CERTIFIED FINANCIAL PLANNER™ certification. 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. (CFP® Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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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.