Gagandeep Kaur

Gagan Kaur is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Melville, New York. Gagan works closely with high-net-worth individuals, families, businesses, and nonprofit organizations, helping them capitalize on opportunities and chart a path to their long-term goals. She has particular depth advising entrepreneurs and business owners, many of whom are in the medical community or manufacturing.

Clients look to Gagan for her ability to listen attentively and discern their needs, drawing on her expansive network to advance each client’s objectives. Working in concert with in-house specialists, she takes the time to understand each client’s situation, orchestrating initiatives in pre-liquidity-event planning, next-generation wealth transfer, investing, business banking, customized lending, and philanthropic services. Highly responsive to the clients in her care, Gagan feels that she has earned a reputation for approachability and resourcefulness. She likes to help clients weigh possible alternatives, allowing them to pinpoint their hierarchy of needs.

Prior to joining the Private Bank, Gagan spent more than ten years with JP Morgan Chase, where she was a Vice President and Senior Business Relationship Manager. She also served as a Relationship Banker, gaining valuable exposure to credit and lending. Earlier in her career, Gagan worked at Indus American Bank and Astoria Federal Savings. Active in banking since 2006, she began her career as a teller and steadily took on new responsibilities, earning successive promotions.

Gagan holds a Bachelor’s degree in Commerce with a major in Finance from S.A. Jain College. She is fluent in Hindi and Punjabi.

Gagan is married and has a daughter and a son. Her family circle also includes her much-loved dog, Max. Weekends often find Gagan supporting her children in their basketball games and pickleball competitions. She also enjoys running, cooking, and visiting area restaurants.