Kimberly M Bleach

Senior Vice President, Private Client Advisor

Professional Profile

Kimberly Bleach is a Senior Vice President 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 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 20 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 and holds the Certified Trust and Financial Advisor (CTFA) designation. 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 CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Certified Trust and Financial Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.

LANGUAGES

  • English

EDUCATION

  • Stetson University

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

941.951.4102

Diane M Huntley

Portfolio Manager

941.951.4133

Antonino S Rossitto

Portfolio Manager

239.254.3222

Maryann L Smith

Senior Trust Officer

941.951.4124

Tamara L. Nabergall

Senior Trust Officer

941.951.4120

Lisa A Krebs Knepp

Trust Officer

941.951.4109

Heather L Clark

Private Client Manager

941.951.4108

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Julie Bressler

Estate Settlement Officer II

941.951.4129

Key Contacts

Geraldine (Geri) Fisher

Private Banking Associate II

941.951.4115

Jessica J Bryant

Private Banking Associate I

941.951.4123

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 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.