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.
Kristine d’Esterhazy is Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Jacksonville, Florida. Kris has over twenty years of experience working with clients on financial, retirement, estate and tax matters. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Fiduciary Advisor (CTFA) designation, issued by the ABA Institute of Certified Bankers. Her broad legal and financial background spans the gamut, from implementing personal financial wealth strategies, to trust and estate administration, to preparation of complex individual, trust, and estate tax returns for high and ultra-high-net-worth families.
As your Trust Officer, Kris focuses on service and administration of your investment and trust accounts. She will help you monitor and manage your estate, and will work with you and your family to implement your plan according to your wishes. Kris is the main point of contact for you and your beneficiaries when it comes to matters of trust administration, and will engage other Private Bank specialists to assist, as appropriate. At the Private Bank, we recognize that each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Kris worked as a Client Service Advisor with a Registered Investment Advisor. She enjoyed helping clients make informed decisions about common concerns such as retirement income, gifting and estate matters, elder care and aging in place. Kris also served as a professional guardian through court appointment for individuals determined to be incapacitated. This fiduciary role requires the highest level of ethical conduct and decision-making on behalf of another person. In addition, she spent several years as a paralegal in boutique estate planning and trust litigation law firms in Jacksonville.
Kris earned her Bachelor of Arts degree from Binghamton University, and her Master of Arts degree from Boston University. She serves as co-chair of the Northeast Florida chapter of Bank of America’s Disability Action Network, as well as on the Board of Directors for Mainspring Academy, a dedicated school for special education.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.