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.
John Milton is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Ponte Vedra Beach, Florida. John joined the firm in June of 2011, and seeks to assess your investment needs and objectives, develop an investment plan and construct portfolio strategies, executing the plan and overseeing portfolio activity. John provides you with investment advice and helps determine asset allocations that incorporate your objectives, time horizon, risk tolerance, legacy and wealth transfer, as well as your charitable needs.
John began his investment career at Merrill as a Financial Advisor in the Jacksonville, Florida office. In this role, John cultivated relationships with clients from all over the nation while providing advice and guidance in accordance with Global Wealth Investment Management renowned research.
John received a B.S. in economics from Florida State University. He has held various analyst roles on Bank of America Private Bank internal strategies and is an ambassador for the Chief Investment Office (CIO) Portfolios Team. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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.