Jay Angell is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Jay has more than 30 years of experience at the Private Bank helping high net worth and philanthropic clients address their financial needs. He is a knowledgeable and sincere professional who enjoys getting to know a client’s specific situation and creating strategies to help meet their goals. Jay offers thoughtful guidance whether a client is looking for sophisticated investment solutions, customized leverage for strategic assets, or methods to transfer wealth to the next generation or charity.
As the leader of a client’s Private Bank team, Jay collaborates with in-house specialists to help design and implement strategies in various disciplines such as investment management, trust and estate planning services, and lending through Bank of America, N.A.
Jay earned his B.B.A. and M.S. in Economics from Baylor University. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc.
Jay is active in the community through service to local organizations and his church. Jay is also a graduate of Leadership Austin.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER® in the U.S.
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.