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 Hommer is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Seattle, Washington. In this role, Jonathan is responsible for providing and designing comprehensive wealth management strategies for a high-net-worth clientele distinguished by their achievements and aspirations. They include business owners in the technology field, real estate developers, and generations of their respective families.
In addition to estate planning services, Jonathan focuses on advising business owners on pre-sale and business succession planning, as well as providing all clients with tax-minimization and retirement planning strategies, asset management, risk management, cash flow, education, insurance and philanthropic planning. Jonathan also coordinates with each client’s team of advisors to oversee and implement aligned recommendations and help clients review progress on their financial strategies and estate plans.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016, Jonathan was an attorney with the law firms of Arnold & Porter LLP in Washington D.C. and Stoel Rives LLP in Seattle. Jonathan received his B.A. in political science at the University of Michigan, and his J.D., with honors, at the University of Washington School of Law where he was a member of the Executive Board of the Washington Law Review. Before law school, he was a Teach for America corps member in Los Angeles. Jonathan is a member of the Washington State Bar Association.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.