Jamie Andersen

Senior Vice President, Private Client Advisor

Professional Profile

Jamie Andersen is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Naples, FL.  Jamie is responsible for assessing client goals, determining priorities and building a team of specialists around each client.  She leads a team of U.S. Trust specialists who work in concert to design and implement tailored financial strategies in investment management, custom lending, trust and estate planning, and philanthropy.

Prior to joining U.S. Trust in 2016, Jamie served as Executive Director of the American Red Cross chapter in Florida's Southern Gulf where she provided leadership to hundreds of volunteers as they supported over one million Southwest Florida residents.  Preceding that role, Jamie worked for nine years in Manhattan in senior financial services positions at J.P. Morgan and Bank of America Corporation where she provided strategic advice to private banking and corporate clients.  Jamie received her B.A. from Wellesley College where she graduated magna cum laude, was elected to Phi Beta Kappa, and served as College Government President. 

Jamie enjoys spending time with her family and serving the community.  She is Vice Chair of the Board of Directors of the American Red Cross in Florida's Southern Gulf and has been recognized with the chapter’s Leadership Award for her exceptional work and dedication.  Jamie is committed to women’s and children’s causes and is a member of the Latchkey League, the Naples Children & Education Foundation FRIENDS of the Foundation Committee, and the Naples Wellesley Club.  Jamie has been selected to participate in Leadership Collier’s Class of 2018, a program supported by the Greater Naples Chamber of Commerce that builds a network of community leaders enabled to work toward solutions in the public interest.

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

Lillian V Roche

Private Client Manager

239.254.3257

Edward C. Casaletto

Portfolio Manager

239.254.3210

Mark T Milford

Senior Trust Officer

239.254.3205

Samuel Munn

Senior Trust Officer

239.390.4842

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Antonino S Rossitto

Portfolio Manager

239.254.3222

Joseph (Joe) D. Stone

Portfolio Manager

239.254.3208

Key Contacts

Chona A May

239.254.3223

Elizabeth (Liz) M Semmerling

941.951.4119

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.