Kelly Gegerson

Senior Vice President, Private Client Advisor

Professional Profile

Kelly L Gegerson is Senior Vice President and Private Client Advisor at Bank of America, Private Bank.  She has managed local commercial relationships and works closely with leaders in the private, public and nonprofit sector to help achieve results.  At the Private Bank, Kelly connects high net worth individuals and nonprofit institutions to strategies that pursue their financial goals.  She guides investors through three main areas - credit, investments, and estate planning - and delivers a boutique experience within a large institution.

Prior to her work with the Private Bank, Kelly served as a relationship manager in the business and commercial banking world with both Regions and IBERIABANK since 2007.  Kelly has an affinity for working with Physicians and other professionals in the Greater Orlando area. In the non –profit sector Kelly has been an active member for over 10 years with the Jewish Community Center of Greater Orlando and serves on the board of directors as the Vice President.

Kelly brings a decade plus of business acumen, knowledge that spans multiple industries and her commitment to be a connected, trusted partner to guide companies and individuals as they grow.

A native Floridian, born and raised in Miami, Kelly lives a mile from the JCC with her husband and two children. Kelly has her BA from the University of North Florida.

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

Yolanda D McLeod Terry

Private Client Manager

321.527.7834

Craig W Bethel

Wealth Strategies Advisor

321.527.7812

Stacey L Cole

Senior Trust Officer

321.527.7815

Johnny M Gibson

Portfolio Manager

321.527.7825

DANIEL KIRK

Private Client Manager

321.527.7846

Alexander J Navarro

Portfolio Manager

321.527.7874

Mitzi E Mulloy

Senior Trust Officer

321.527.7839

Samuel G Eubanks

Portfolio Manager

321.527.7822

Key Contacts

Tara L Pioli

321.527.7835

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.