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.  She leads a team of U.S. Trust specialists that implement tailored financial strategies in investment management, custom lending, trust and estate planning, and philanthropy.  Jamie and her team take a holistic approach to working with high net worth families and institutions, addressing both their current financial needs and multi-generational wealth management goals.  Jamie enjoys working with clients to develop and protect their legacies. 

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 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 is passionate about serving the community and advancing every generation.  She serves on the Junior Achievement Business Hall of Fame Advisory Board for Collier County and the Greater Naples Chamber of Commerce Public Policy Committee.  Jamie is Vice Chair of the Board of Directors of the American Red Cross in Florida's Southern Gulf, where she spearheaded the chapter’s historic Centennial Celebration & Gala and was honored with the organization’s Leadership and Philanthropy Awards.  She is a graduate of Leadership Collier and a member of the Wellesley Business Leadership Council.  Jamie’s greatest joy is spending time with her husband and two children in beautiful Southwest Florida. 

 

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

Freddy E Mantilla

Private Client Manager

239.254.3204

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

Eliot J Schlossberg

Portfolio Manager

239.254.3287

Michael Reed

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.