Jason Ma

Vice President, Private Client Advisor

Professional Profile

Jason Ma is a Vice President and Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. An integral part of his approach is to help build and enhance meaningful relationships with multiple generations of "high-net-worth" families, corporate executives, business owners and retirees. A thoughtful listener, Jason is passionate about understanding clients’ multifaceted financial priorities and helping them address the entirety of their financial lives.

To aid him in addressing clients’ complex priorities, Jason leads a dedicated team of specialists to offer tailored strategies with respect to wealth structuring, trust and estate planning services, philanthropic opportunities, investment and asset management. Consultative in his approach, he welcomes the opportunity to offer sophisticated credit and lending solutions for the acquisitions of yachts, personal aircraft, fine art and collectables.

Jason joined Bank of America Private Bank (formerly U.S. Trust) in 2019 with eight years of financial advisory and private banking experience. Previously, he led teams responsible for delivering wealth management and retirement strategies to high-net-worth individuals and families. Jason has also held leadership roles in the telecommunications industry, where he worked on optimizing strategic initiatives and developing a specialized workforce. He earned his Bachelor’s degree in communications from Eastern Connecticut State University and his M.B.A. in marketing from University of Phoenix. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and Accredited Wealth Management Advisor  (AWMA®) designation. 

 Active in the Lake Norman community where he lives with his wife and three children, Jason donates his time to letmerun.org, and helps raise awareness for the Leukemia Lymphoma Society. He enjoys participating in marathons and Ironman triathlon races and is a member of F3, an organization dedicated to fitness, fellowship and faith.


*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning


*AWMA® and Accredited Wealth Management Advisor are registered service marks of the College for Financial Planning.



EDUCATION

  • Eastern Connecticut State University
  • University of Phoenix

LANGUAGES

  • English

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Leslie McIver

Private Client Manager

980.386.8028

Daniel A Polowy

Portfolio Manager

980.388.5039

Stephanie (Steph) L Wells

Senior Trust Officer

980.386.4065

Tara L. Butler

Wealth Strategies Advisor

980.683.9042

Patrick C Carter

Trust Officer

980.386.7860

True Davis (True) Tang

Senior Trust Officer

980.386.5233

James P Holland

Portfolio Manager

980.386.8199

Aidibeth Amparo

Portfolio Manager

980.386.9126

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.

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.