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.
Jose Pujol is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Miami, Florida. Working closely with high-net-worth individuals, families, and their businesses, Jose takes great satisfaction in his ability to help simplify their complex and sophisticated financial lives. He invests the time to learn about his clients and their families, including their assets, liabilities and risk exposure to help establish a defined path to help pursue their financial goals and objectives. Jose also has a depth of experience supporting the needs of business owners with a wide range of financial areas, from capital-raising and cash management strategies, to business succession and wealth transfer strategies.
Providing a thoughtful, forward-thinking and personalized approach, Jose applies his extensive experience and the resources of Bank of America to help provide strategic guidance to clients with respect to custom credit and lending opportunities, tax minimization strategies, trust and estate planning services, philanthropic objectives, and financial management strategies. Taking an integrated view of all of their resources, he works in concert with their tax and legal advisors, as needed, to develop customized strategies to help address their individual needs and priorities.
Jose joined Bank of America Private Bank (formerly U.S. Trust) in 2017 with 13 years of prior experience as a private banker for JP Morgan Chase and SunTrust Private Wealth Management. He earned his bachelor’s degree in finance from Florida International University and a certification in financial planning from the University of Miami.
Active in his community, Jose is involved with a variety of non-profits, including Habitat for Humanity, Chapman Fellowship, Feeding South Florida, City Year, and KAPOW.
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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.