Ben Yzeiri is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida. He focuses on cultivating close relationships with a diverse group of high-net-worth clients, including business owners, corporate executives, and multigenerational families. Ben provides a personalized plan for each family served by utilizing the resources of Bank of America and coordinating the activities of the client team, consisting of tenured professionals specializing in multiple disciplines. Together the team can offer strategies for portfolio management, wealth structuring and business succession planning, custom lending and banking, as well as trust and estate planning services.
Ben started his financial career in 2008 and prior to joining the Private Bank in 2020, he had more than five years of experience in business banking at Bank of America. He believes this background helps him navigate a large financial institution to connect clients with a variety of innovative strategies and solutions. His professional yet personal approach to client service is rooted in a commitment to prompt execution, flexibility, and finding answers to challenging questions.
A Michigan native, Ben holds a bachelor’s degree with a dual concentration in finance and accounting from the University of Michigan. He relocated to Florida to pursue professional opportunities and earned an MBA degree at the University of South Florida. Ben holds the Chartered Financial Analyst® and Chartered Advisor in Philanthropy® designations and is also a CERTIFIED FINANCIAL PLANNER® professional.
In the community, Ben volunteers at Turning Point and is a member of the Southwest Florida Estate Planning Council, Charitable Gift Planners and the Florida CCIM Institute. Ben is also an active member of the University of Michigan Alumni local Sarasota-Manatee club. He and his wife, Ela, have two young children and a golden retriever. The family enjoys traveling and spending time together.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.
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 making 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.