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.
Luke Naes is a Senior Vice President and Private Client Advisor and Institutional Client Advisor with Bank of America Private Bank in Denver, Colorado. He caters to the growing financial needs of a diverse clientele in Colorado – C-suite executives, successful business owners, and multiple generations of families, as well as non-profit organizations and foundations.
In leading a talented team of select specialists, Luke is responsible for developing and managing relationships with clients and their families. To help establish an effective financial framework for each client, Luke’s process begins with a series of conversations – giving him the background and insight to appreciate their most cherished goals for the people and passions in their lives.
Supported by the extensive resources of Bank of America, Luke’s team formulates and implements 360-degree strategies across multiple disciplines – investment management, asset preservation, tax minimization and estate planning services, concentrated stock, restriction and grand strategies, business succession planning, credit and lending, and philanthropic services. In the case of Luke’s clients, many look to get a clear of idea of what their retirement years may look like – given their investments and other assets.
Before joining The Private Bank (formerly U.S. Trust) in 2018, Luke was a Senior Financial Consultant with TD Ameritrade in Denver. Previous to that, he held a corporate finance position in Denver.
Luke earned two bachelors degrees – one in accounting and one in finance from the University of Colorado at Boulder with a certificate in entrepreneurial studies. An alumnus of the Regis Jesuit High School in Aurora, Colorado, he is a former Big Brother with Big Brothers and Big Sisters of Colorado. Luke’s current interests include family time, hiking, snow sports, playing golf, and really sports of all kind. He lives in Denver with his wife, Haley, and their dog, Riley, a Golden Retriever.
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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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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.