Jeff Chatlos Email

Private Client Advisor, VP . Bank of America Private Bank

Current Roles

Employees:
4312
Revenue:
$1.3B
About
Bank of America Private Bank specializes in complex financial needs of wealthy individuals & families, helping to manage & preserve wealth across generations. Disclaimer: The site is maintained by a third party that has no affiliation with Bank of America Private Bank. The recommendations posted to this page by or about Bank of America Private Bank employees, are not endorsed by, and may not represent the views of Bank of America Private Bank. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of Bank of America Private Bank and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Investment products: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value Certain Bank of America Private Bank associates are registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of BofA Corp. Effective March 25, 2019, U.S. Trust, Bank of America Private Wealth Management will be rebranded as Bank of America Private Bank. For an interim period, either or both names may be referenced in content and materials. Bank of America, N.A., Member FDIC. Additional Terms, Conditions & Disclaimers found here: https://bit.ly/2Wg0XFS Bank of America LinkedIn Community Guidelines: https://bit.ly/2HyCh8l © 2019
Bank of America Private Bank Address
West 47th Street
New York, NY
United States
Bank of America Private Bank Email

Past Companies

Bank of America Private BankPrivate Client Advisor, Vice President
Flat Black Coffee Company, LTD.Co-founder
Fidelity InvestmentsVP Sales of Private Foundation Services, Directo Estate Planning, Trust Specialist

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