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.
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.