Jesse Kimmel is a Vice President and Portfolio Manager at Bank of America Private Bank in Orlando, FL. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and working towards developing an appropriate overall strategy. Through his periodic reviews with clients, Jesse works with clients to monitor the appropriateness of the solutions he has implemented and evaluates their progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multigenerational strategies.Prior to joining Bank of America Private Bank, Jesse worked as a Wealth Advisor at Goldman Sachs helping give him experience and insight into the wealth management needs of high net worth individuals and families. While at Goldman, Jesse worked closely with senior executives at Fortune 100 companies to provide comprehensive financial plans. Prior to joining Goldman, Jesse worked as a Portfolio Manager in the Miami office of Bank of America Private Bank.Jesse Kimmel obtained a Bachelor of Science in Finance from Barry University. Jesse is also a CERTIFIED FINANCIAL PLANNER® CFP® certificant awarded by the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^® in the U.S.