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.
Senior Vice President, Private Client Advisor
Raymond Jew is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Palo Alto, California. Raymond works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Raymond and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Raymond has worked in the financial services industry for over 15 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as financial advisor at Merrill and Morgan Staley, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Raymond obtained a Bachelor of Science degree in economics from San Jose State University.
Raymond earned the Chartered Retirement Planning Counselor™ and the Accredited Wealth Management Advisor™ designations.
*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo and Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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.