Joshua Underwood
Josh Underwood is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Paramus, New Jersey. He works closely with high-net-worth individuals, families, and business owners to help them navigate complex financial decisions and pursue their long-term goals. By identifying what matters most to each client, Josh leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies spanning fiduciary investment management, trust and estate planning, customized credit, business succession, and liquidity event planning.
With more than two decades of wealth management experience serving clients throughout the Greater New York City area, Josh is committed to being a trusted advisor and advocate for the families he serves. Prior to joining Bank of America Private Bank, he spent 11 years advising clients at Citi in Manhattan, followed by senior roles as a Director at Deutsche Bank and an Executive Director at J.P. Morgan Private Bank. Drawing on this experience, Josh helps successful individuals, families, and business owners navigate changing markets, significant life events, and complex financial decisions with clarity and confidence. He believes lasting client relationships are built on trust, thoughtful advice, and a commitment to helping clients make informed decisions through every stage of life.
A New Jersey native and first-generation college graduate, Josh earned his degree cum laude from Rutgers University. He began his professional career as an intern in the Office of the Sergeant at Arms of the United States House of Representatives. Today, Josh resides in Bergen County with his family. Outside of work, he enjoys fitness and strength training, spending time at the South Jersey shore, and cheering on his son and daughter at their athletic events.
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.