Sean J. Jules is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Chicago, Illinois. Sean works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Sean and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Sean has worked in the financial services industry for over seventeen years. Prior to joining Bank of America Private Bank in 2024, he served as Wealth Advisor at Neuberger Berman helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Director and Senior Private Banker with Deutsche Bank for fifteen years.
Sean obtained a Bachelor of Arts from Amherst College.
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 familieis, 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 priotity. 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.