Josephine (Jodi) A Maltese

Senior Vice President, Private Client Advisor

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Professional Profile

Jodi Maltese is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Miami, Florida. She leads a team of professionals from the Private Bank who work across disciplines to help clients address multiple aspects of managing complex wealth. Jodi and the team offer an integrated approach that  may include strategies for investment management, tax minimization, business succession, and philanthropy; trust and estate planning services; and credit and banking solutions.

Working closely with ultra-high-net-worth clients throughout South Florida, Jodi focuses on multigenerational families and business owners as well as women and wealth. She welcomes challenges and seeks innovative ways to help make financial life easier for clients and their families.

Jodi draws on a deep knowledge of the Bank of America enterprise to connect clients with resources tailored to specific wealth management needs. During a 30-year career at the bank, she held positions of increasing responsibility in operations, consumer banking, premier banking, and as a Merrill wealth management banker. She joined the Private Bank (formerly U.S. Trust) in 2013.

Born and raised in South Florida, Jodi is passionate about giving back to the community where she has lived all of her life. She is especially interested in supporting organizations that benefit women, children and animals. Jodi currently serves as a member of the board of Lotus House Women's Shelter.

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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.