John O'Rourke
| I am a seasoned Private Client Advisor and former business owner with a deep understanding of the opportunities and challenges entrepreneurs face every day. With more than 39 years immersed in the South Florida business community, I bring a wealth of experience, entrepreneurial insight, and long‑standing local relationships to the individuals and families I serve. My work centers around advising ultra‑high‑net‑worth clients, their companies, and their family members. I believe that meaningful guidance starts with meaningful relationships, which is why I take the time to truly listen, understand, and tailor strategies to each client’s distinct goals and complexities. As a CERTIFIED FINANCIAL PLANNER® professional, I work alongside a dedicated team of skilled specialists. Together, we deliver tailored wealth and estate planning, customized credit and lending solutions, everyday banking, and sophisticated investment guidance. Our broad capabilities and collaborative approach enable us to structure win‑win strategies that help clients preserve, grow, and transition their wealth with confidence. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. |
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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 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 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.