Jeff Flaherty
Senior Vice President, Private Client Advisor II
14636 N Scottsdale Rd
Scottsdale AZ 85254
(480) 624.0382
Certain Bank of America Private Bank associates on this team are FINRA registered. For more information visit
Professional Profile

Jeff Flaherty, CPWA®, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. In this role, he is responsible for connecting high-net-worth individuals and institutions with strategies that can help reach their financial goals. His approach combines the client experience of a boutique like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Jeff participates in several organizations, including the 40/40 Group for Phoenix Children’s Hospital, as well as the Emerging Professionals Group for the Central Arizona Estate Planning Council and had held a a position on the Board of Directors for the Deer Valley Pilots Association.

Jeff graduated from Arizona State University with a degree in interdisciplinary studies, with concentrations in business and justice studies.






*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Investments & Wealth Institute (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

Meet Our Team
David Schumacher,

CFA

Managing Director, Portfolio Mgr III
480.624.0587
Sarah Giles
Senior Vice President, Senior Trust Officer
480.624.0366
Gregory Cygan,

CTFA

Senior Vice President, Senior Trust Officer
480.624.0361
Todd Holsapple,

CAIA®, CFA®

Managing Director, Portfolio Mgr III
480.624.0390
Key Contacts
Jennifer (Jenny) Tyra
Private Bank Senior Associate Lead