Luke Naes is a Senior Vice President, Private Client Advisor and Institutional Client Advisor with Bank of America Private Bank in Boulder, Colorado. He caters to the growing financial needs of a diverse clientele in Colorado – C-suite executives, successful business owners, and multiple generations of families, as well as non-profit organizations and foundations.

In leading a talented team of select specialists, Luke is responsible for developing and managing relationships with clients and their families. To help establish an effective financial framework for each client, Luke’s process begins with a series of conversations – giving him the background and insight to appreciate their most cherished goals for the people and passions in their lives.

Supported by the extensive resources of Bank of America, Luke’s team formulates and implements 360-degree strategies across multiple disciplines – investment management, asset preservation, tax minimization and estate planning services, concentrated stock, restriction and grand strategies, business succession planning, credit and lending, and philanthropic services. In the case of Luke’s clients, many look to get a clear of idea of what their retirement years may look like – given their investments and other assets.

Before joining The Private Bank (formerly U.S. Trust) in 2018, Luke was a Senior Financial Consultant with TD Ameritrade in Denver. Previous to that, he held a corporate finance position in Denver.

Luke earned two bachelors degrees and a masters degree from the University of Colorado at Boulder with a certificate in entrepreneurial studies. An alumnus of the Regis Jesuit High School in Aurora, Colorado, he is a former Big Brother with Big Brothers and Big Sisters of Colorado. Luke’s current interests include family time, hiking, snow sports, playing golf, and really sports of all kind. He lives in Boulder with his wife, Haley, and their dogs, Riley and Banks, both Golden Retrievers.