Kimberly M Bleach

Managing Director, Private Client Advisor

Professional Profile

Kimberly Bleach, CIMA®, CFP®, CTFA, is Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida. She works closely with ultra-high-net-worth families and individuals, helping them to create wealth management strategies based on immediate, mid-term and long-term priorities. Her consultative approach underscores the value of listening and engaging in ongoing dialogues to understand each client’s evolving life and legacy goals.

Kimberly is committed to providing a boutique-like local service experience while delivering the extensive resources of a global institution. She leads a team of specialists who can offer strategies for philanthropy and investment management; trust and estate planning services; and structured credit solutions. The team’s experience includes helping clients design and implement strategies for managing private business interests, restricted stock, farm and ranch holdings, and real estate investments.                

Kimberly has over 23 years of financial services experience as a private client manager, regional credit advisor and trust officer. She joined the Private Bank (formerly U.S. Trust) in 2010. She is a CERTIFIED FINANCIAL PLANNER™ professional. Kimberly graduated from Stetson University with a Bachelor of Business Administration degree.

In the community, Kimberly has had leadership roles with several organizations. Currently, she serves on the board of Charitable Gift Planners of Southwest Florida and the advisory council of Mote Marine Laboratory and Aquarium. Previously, she was board secretary of the Asolo Repertory Theatre and a board member of Pines of Sarasota. Kimberly is a member and past president of the Southwest Florida Estate Planning Council. She is an active member of Sarasota Yacht Club, serving on the membership and SYC Cares committees.  


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.

Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.

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

J (Scott) Scott Atkins

Portfolio Manager


Diane M Huntley

Portfolio Manager


Antonino S Rossitto

Portfolio Manager


Heather L Clark

Private Client Manager


Bledar (Ben) Yzeiri

Private Client Manager


Carlos A. Rodriguez

Wealth Strategies Advisor


Jacob L Wilson

Senior Trust Officer


Maryann L Smith

Senior Trust Officer


Terri Lynn Griffith

Senior Trust Officer


Julie Bressler

Estate Settlement Officer II


Key Contacts

Geraldine (Geri) Fisher

Private Bank Senior Associate


Georgiana Buganu

Private Bank Associate


Orsolya K Szalay

Private Bank Associate


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


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.

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.