Rafael Pena

Vice President, Private Bank Private Client Associate

Professional Profile

Rafael Peña, Jr. is a Vice President and Private Client Advisor with Bank of America Private Bank in Fort Lauderdale, Florida. Rafael provides wealth management guidance to ultra-high-net-worth families and individuals, with a focus on CEOs and entrepreneurs in both the English- and Spanish-speaking communities. He is committed to helping clients identify their financial priorities and create strategies for pursuing them.

Rafael leads a team of specialists who draw on their own skills and the deep resources of the Private Bank to tailor wealth management offerings to individual client goals. This coordinated approach may include strategies for investment management, pre-liquidity event planning and philanthropy, as well as trust and estate planning services. He can also connect clients with customized credit and lending solutions.

Prior to joining the Private Bank (formerly U.S. Trust) in 2019, Rafael was a Bank of America Financial Solutions Advisor. He started his wealth management career as a Merrill financial advisor in in 2016. Earlier, he founded a food services company that managed concessions in the Miami, Florida area. He served in the United States Marine Corps as a supervisor of military police.  

Rafael graduated from Miami-Dade College with a bachelor’s degree in business management. He volunteers with several organizations that support veterans in transitioning from active duty to civilian life, including Mission United in Miami.

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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.