Jacquelyn N Smith

Vice President, Private Client Advisor

Professional Profile

Jacquelyn Smith is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management.  Jacquelyn leads a team of experts helping individuals, families, and foundations to preserve and grow their assets in a responsible way that aligns with their mission and goals.  Strategies include wealth structuring, trust and estate planning, custom credit and lending, private banking, strategic philanthropy, and investment management - including traditional, specialty asset, alternative, socially innovative, and capital market investments.  

Prior to U.S. Trust, Jacquelyn held positions in environmental social, and governance (ESG) investing and the energy and oil industry, including Senior Fellow at the Intentional Endowments Network, Senior Sales Manager at Gulf Oil, and Energy Advisor at Tradition Energy.

Jacquelyn co-chairs the Boston chapter of Women Investing in a Sustainable Economy (WISE), and volunteers for the Social Innovation Forum and PJT Memorial Foundation.

Jacquelyn holds a Master of Business Administration in Economics of Financial Markets from Bentley University and a Bachelor of Arts degree in Communications and Psychology from the University of Massachusetts, Amherst.  Jacquelyn resides in East Boston with her husband, Greg, and their bulldog, Harry. 

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.


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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.