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.
Senior Vice President, Private Client Advisor
Kelly Gegerson is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Florida’s Greater Orlando area. She focuses on helping ultra-high-net-worth individuals, families and non-profit organizations create financial strategies to pursue their life and legacy goals. Kelly works with a diverse clientele that includes leaders in the private, public and nonprofit sectors, with an emphasis on physicians and other professionals. She is committed to delivering a boutique-like client service experience, with access to the global resources and capabilities of Bank of America.
As the leader of a client’s Private Bank team, Kelly brings together experienced specialists in multiple disciplines. Team members may include portfolio managers, credit and banking specialists, CPAs and attorneys. Together, the team can design and deliver personalized strategies for investment management and philanthropy, trust and estate planning services, and credit and lending solutions.
Prior to joining the Private Bank (formerly U.S. Trust) in 2018, Kelly was a business and commercial banking relationship manager at Regions Bank and IBERIABANK. In these roles she gained experience with commercial real estate, manufacturing and commodities-based businesses, including the agriculture and medical/healthcare sectors.
Kelly graduated from the University of North Florida with a Bachelor of Arts degree. Born and raised in Miami, she lives in the Orlando area with her husband Todd and their two children. She has been an active member of the Jewish Community Center of Greater Orlando for over 10 years is one of the board of director's past presidents and sit on the board of directors for Shalom Orlando.
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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
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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
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.