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.
Patric (P.J.) Nassar
Senior Vice President, Private Client Advisor
Professional Profile
P.J. Nassar is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in Tampa, Florida. Throughout his financial career, he has worked with a diverse clientele that includes business owners and entrepreneurs, senior executives and real estate investors. P.J. leads a team of Private Bank specialists who work in concert to design and implement wealth management strategies for ultra-high-net-worth clients throughout Florida.
Together with his team, P.J. focuses on exploring the big picture of clients’ financial circumstances to help them uncover and prioritize their immediate, mid-term and long-range wealth management goals. The team can offer individualized strategies for investment management, pre-liquidity event planning and philanthropy; trust and estate planning services, and banking and lending solutions.
P.J. joined the Private Bank (formerly U.S. Trust) in 2019 with previous private bank experience at SunTrust Bank, Fifth Third Bank and Hancock Whitney Bank. He started his wealth management career in 2001. Originally from New Orleans, P.J. graduated from Louisiana State University with a B.A. degree in economics. He is a CERTIFIED FINANCIAL PLANNER™ professional.
In the community, P.J. serves on the financial committee for St. Joseph’s Hospital and volunteers as a mentor with the Emerging Leaders of Tampa Bay mentor-protégé program. He is an alumnus of Leadership Tampa (class of 2016) and is an active member of the Economic Club of Tampa.
A water sports enthusiast, P.J. is a former Junior World Barefoot Water-Ski Jump champion and a four-time U.S. National Barefoot Water-Ski champion.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
ORGANIZATIONS
- Economic Club of Tampa
- Leadership Tampa, Class of 2016
- Tampa Bay Estate Planning Council
EDUCATION
- Louisiana State University
LANGUAGES
- English
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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
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
FEATURED ARTICLES
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.
