Jonathan D. Pickert is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Westlake Village, California and Santa Barbara, California. Jonathan 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, Jonathan 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.
Jonathan has worked in the financial services industry for 10 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as Private Wealth Advisor at MUFG Union Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Jonathan obtained a bachelor of science degree from Fort Hays State University.
Jonathan is a longtime supporter of of many non-profit organizations focused on the welfare of children and animals in the Santa Barbara and Ventura County communities. He currently serves on the board for Hearts Aligned providing assistance to families with children facing critical illness. He is also an active volunteer with HEARTS Equestrian where he devotes time working with children and horses in a therapeutic setting.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.