Jeff Myers is a Senior Vice President and Private Client Manager with Bank of America Private Bank. In his role, Myers works with a team of investment and lending professionals to assist individuals, families and business owners in pursuing their financial goals. His approach includes leveraging the vast resources of Private Bank to provide customized recommendations to each client.
Prior to his current role, Myers was an Estate Settlement Market Director at Private Bank (formerly U.S. Trust) where he was responsible for providing estate settlement services for estates and trusts where Bank of America, N.A. acted as executor or successor trustee or where Bank of America, N.A. acted as an agent for an individual executor or successor trustee.
Myers joined Bank of America's Private Bank in 1998 as a trust officer administering trusts distributing due to death or attainment of age. He transitioned to estate settlement in 2003 when a team was chosen to provide this specialized service to the West. Prior to joining the bank, he worked as a private attorney specializing in estate and tax planning.
Myers is a graduate of the University of Washington (B.A.; Political Science), the University of Wisconsin at Madison School of Law (J.D.; Doctor of Laws), and the University of Washington Law School Graduate Program in Taxation (LL.M; Master of Laws).
Jeff does not provide legal or tax advice in his role with Private Bank.
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.