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.
Jing J Chen
Managing Director, Private Client Advisor
Professional Profile
Jing Chen is a Managing Director and Private Client Advisor with Bank of America Private Bank in Melville, New York. Jing works closely with entrepreneurs, business owners, and executives, helping them streamline various aspects of their financial lives. Fluent in Mandarin and Cantonese, he advises multiple families with international business interests, helping them grow, deploy and transfer their wealth more efficiently.
Jing grounds his approach in clarity and responsiveness, working to provide clients with the information they need to pursue sound decisions about their financial lives and legacies. He leads a team of in-house specialists who work in concert to unify several wealth disciplines: investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. Together, they look to uncover possible efficiencies, remedy gaps, and enact a more thoughtful and deliberate financial framework for each individual, couple, or family. As the lead relationship manager, Jing stays apprised of changing client circumstances, adjusting his approach based on dynamic market conditions and evolving family priorities. Committed to each client’s long-term best interests, he savors his role as a reliable guide, a faithful advisor, and a discreet sounding board for new ideas and opportunities.
Jing has worked at Bank of America since 2012. Prior to joining the Private Bank in 2019, he served as a Merrill Financial Solutions Advisor in Queens, New York, and a Merrill Lynch Wealth Management Financial Advisor in Norfolk, Virginia. He graduated with Honors from Old Dominion University with a double major in finance and accounting. He holds the CERTIFIED FINANCIAL PLANNER™ certification and earned the Chartered Retirement Planning Counselor™ designation.
In his free time, Jing is involved in a number of activities in Queens with the Chinese American community. He and his wife Jessica have a son, Aron and a daughter, Anne.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
ORGANIZATIONS
- N/A
EDUCATION
- Old Dominion University
LANGUAGES
- Chinese
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
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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.
