Dante Jackson

Vice President, Private Client Associate

Professional Profile

Dante Jackson is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In his role, he is responsible for connecting high net worth individuals and institutions to strategies that can help reach their financial goals. Dante works with clients with complex needs, including non-profit endowment committees, entrepreneurs, business owners, and senior executives. He leads a team of in-house specialists who collaborate to provide tailored guidance in philanthropy, wealth strategy, trust and estate planning services, investment management, and banking.

Dante started his career as a Financial Advisor and has over 15 years of financial services experience in capital markets and wealth management. He also has significant experience leading non-profit boards with 10 years of service to the Virginia State University Foundation.

Dante is a graduate of the Darden School of Business at the University of Virginia, and holds a Bachelor’s degree in Accounting and Finance from Virginia State University.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.