Bank of America Private Client Advisor Kelly Gegerson,

250 South Park Avenue, Winter Park, FL 32789

Bank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America.

As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.

Kelly holds a Bachelor of Arts degree from the University of North Florida and resides in the Orlando area with her husband and children. She is actively involved in the Jewish Community Center of Greater Orlando and serves on the board of directors for Shalom Orlando. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a commitment to understanding and meeting the needs and goals of each client.

Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized financial strategies and resources to help individuals, families, businesses, and institutions achieve their financial objectives. With a focus on innovation and adapting to evolving markets, Bank of America Private Bank aims to provide disciplined financial strategies and long-term support for clients across generations.

Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck and subject to separate terms and privacy policies. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and fiduciary standards may not apply in certain situations.