Jack Heiss

Senior Vice President, Private Client Advisor

Professional Profile


Jack Heiss is a Senior Vice President and Private Client Advisor with US Trust®. Based in Tampa Bay and having more than 30 years of wealth management experience, Jack leads a team of seasoned specialists who seek to understand what is important for clients and help them manage the complexities of wealth. Whether it is advice with investments, trust and estates, or philanthropy, Jack sets professional standards to help the team focus on enabling clients to pursue their unique goals and then measure progress toward each goal.

Before joining U.S. Trust in 2013, Jack held senior leadership roles in Merrill Lynch Wealth Management and Banc of America Investment units. Joining Banc of America Investments in 2003 he served as the Market Director for Southeast Florida before moving into the Florida Regional Director role in 2005, as well as being the Market Leader in Palm Beach for Global Wealth and Investment Management. Jack then became the Southeast Division Sales Executive for Premier Banking and investments while also being the Market Leader for Global Wealth and Investment Management in Tampa Bay. As the Bank acquired Merrill Lynch in 2009, Jack became one of ten Directors in the state of Florida leading Merrill Lynch Wealth Management in Central Florida

Jack is currently on the Board of Trustees at the Tampa Museum of Art and is the Chairman of the Advisory Board at the South Tampa YMCA. Jack earned a Bachelor’s of Science degree in Business Management from Florida State University School of Business. While attending FSU, he was a varsity letterman and assistant coach on the university’s tennis team while also being a member of the Kappa Alpha Fraternity.

 

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Jarrett M. Greear

Portfolio Manager

813.225.8344

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Richard M Gordon

Private Client Manager

727.556.2410

Lea Ann Collins

Senior Trust Officer

727.556.2411

Lila L Miller

Senior Trust Officer

813.225.8588

Tom A Tagliarini

Portfolio Manager

813.225.8494

Key Contacts

Valerie A Budworth

727.556.2413

Candice J Clark

727.556.2402

Katarina Bobinac

813.225.8272

Let's Have A Conversation

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.