Jason Keen is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Nashville, Tennessee. Jason works closely with highnet-worth individuals and families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Jason and his team coordinate the resources of Bank of America Private Bank to assist clients in reaching 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-events planning, lending and philanthropy. Complex credit offerings include fine-art, aviation and luxury yacht lending. Jason has worked in the financial services industry for over 16 years. Prior to joining Bank of America Private Bank, he served as a Wealth Management Banker at U.S. Bank and was Senior Vice President at Bank of America in the Premier Banking division helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Prior to his return to banking, Jason lead two healthcare organizations for over nine years serving as Chief Operating Officer then Chief Executive Officer. He earned a Bachelor of Science degree in business administration from the University of Tennessee. A native Tennessean, Jason and his wife, Anna Lindsay, live in Brentwood, Tennessee and have three active children. Jason and his family are members of Brentwood United Methodist Church and his hobbies include helping coach his children’s sports teams, attending college and professional sporting events, golfing, and spending time with his family.
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.