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. In this role, P.J. leads a team of Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, lending, trust and estate planning services, liquidity-event strategies and philanthropy.

Based in Tampa, P.J. works with business owners, senior executives and other high-net-worth clients throughout Florida. He and his team provide guidance only after a deep review of each client’s complete financial picture; helping them uncover and prioritize immediate, mid-term and long-range legacy goals.

P.J. is a CERTIFIED FINANCIAL PLANNER™ professional, awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor of Arts degree in economics from Louisiana State University and began his wealth management career in 2001.

P.J. currently serves on the finance committee for St. Joseph’s Hospital and is an active member of the Economic Club of Tampa. He also serves as a mentor for the Emerging Leaders of Tampa Bay’s Mentor-Protégé Program and is an alumnus of Leadership Tampa, class of 2016.

Originally from New Orleans, Louisiana, P.J. is a former Jr. World Barefoot Water-Ski Jump Champion and 4-Time U.S. National Barefoot Water-Ski Champion.


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


 

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

Lila L Miller

Senior Trust Officer

813.225.8588

Lea Ann Collins

Senior Trust Officer

727.556.2411

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Tom A Tagliarini

Portfolio Manager

813.225.8494

Jarrett M. Greear

Portfolio Manager

813.225.8344

Alexander J Navarro

Portfolio Manager

321.527.7874

Samuel G Eubanks

Portfolio Manager

321.527.7822

Frederick (Sandy) S Burchill

Private Client Manager

813.225.8221

Richard M Gordon

Private Client Manager

727.556.2410

Angela N Fernandez

Private Client Manager

813.225.8135

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 (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.