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.
Jonathan D Pickert
Senior Vice President, Private Client Advisor
Professional Profile
Jonathan D. Pickert is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Westlake Village, California and Santa Barbara, California. Jonathan works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Jonathan and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Jonathan has worked in the financial services industry for 10 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as Private Wealth Advisor at MUFG Union Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Jonathan obtained a bachelor of science degree from Fort Hays State University.
Jonathan is a longtime supporter of of many non-profit organizations focused on the welfare of children and animals in the Santa Barbara and Ventura County communities. He currently serves on the board for Hearts Aligned providing assistance to families with children facing critical illness. He is also an active volunteer with HEARTS Equestrian where he devotes time working with children and horses in a therapeutic setting.
EDUCATION
- Fort Hays State University
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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
Key Contacts
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
FEATURED ARTICLES
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.
