Renee Marie Peters

Managing Director, Portfolio Manager

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Professional Profile

Renee Peters is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Jacksonville, Florida. She is responsible for managing high-net-worth individuals’ portfolios along with trusts, charitable entities and foundations. 

Renee joined Bank of America Private Bank (formerly U.S. Trust) in 1993. She has over 30 years of experience in the financial services industry including over 25 years with Bank of America Private Bank managing investment management portfolios with a focus on asset allocation and portfolio construction. Prior to that, Renee spent six years auditing personal trust, employee benefits and corporate trust investments and operations for Barnett Banks, Inc. 

Renee is a graduate of the University of Florida and a member of the Women’s Giving Alliance and the Estate Planning Council of Northeast Florida.

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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.

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.