Jack Heiss

Senior Vice President, Private Client Advisor

Professional Profile

Jack Heiss is a Senior Vice President and Private Client Advisor with U.S. Trust. Based in the Tampa Bay area, he and his team work closely with high and ultra-high net worth individuals and families. With more than 29 years of financial industry experience, he supports a variety of client needs that include wealth planning and preservation, asset management, and customized credit and banking.

With over 100 years of combined experience, Jack leads a highly seasoned team of professionals, who average over 20 years individually. Jack and the team seek to understand what is important for clients and help them manage the complexities of wealth. Whether it's guidance with investments, trust and estates, or philanthropy, Jack sets standards to help the team focus on enabling clients to pursue their unique goals and then measure progress toward each goal.

“In our approach, we strive to deliver comprehensive and personalized financial services by keeping clients’ best interests at the center of what we do”, he says. “When working with clients, we leverage the broad resources of the U.S. Trust® platform to help them meet their needs in the short-term as well as for generations to come”.

Before joining U.S. Trust 2012, Jack held senior leadership roles in multiple Merrill Lynch Wealth Management units. He served as Director in Central Florida and as Market Leader for Global Wealth and Investment Management in Tampa Bay, Florida Regional Director for Bank of America Investment Services Inc. and Southeast Division Sales Executive for Premier Banking & Investments.

Jack is currently the Vice President of the South Tampa YMCA Board of Advisors.

Jack earned a Bachelor’s of Science degree in Business Finance Management from Florida State University School of Business. While at FSU, he was a varsity letterman and assistant coach on the university’s tennis team.

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


Carlos A. Rodriguez

Wealth Strategies Advisor


Jason M. Reilly

Market Investment Executive


Richard M Gordon

Private Client Manager


Lea Ann Collins

Senior Trust Officer


Lila L Miller

Senior Trust Officer


Tom A Tagliarini

Portfolio Manager


Key Contacts

Valerie A Budworth


Candice J Clark


Katarina Bobinac


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


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.