James (Jay) F Angell

Senior Vice President, Private Client Advisor

Professional Profile

Jay Angell is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Jay has more than 20 years of experience at U.S. Trust helping high net worth and philanthropic clients address their financial needs. He is a knowledgeable and sincere professional who enjoys getting to know a client’s specific situation and creating strategies to meet clients' goals. Jay offers thoughtful guidance whether a client is looking for a sophisticated investment portfolio, customized leverage for strategic assets, or methods to transfer wealth to the next generation or charity.

As the leader of a client’s U.S. Trust® team, Jay collaborates with in-house specialists to help design and implement strategies in various disciplines such as investment management, trust and estate planning services, oil and gas management, farm and ranch management, timber management, family office and philanthropic services, and lending through Bank of America, N.A.

Jay earned his B.B.A. and M.S. in Economics from Baylor University. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP Board of Standards, Inc.

Jay is active in the community through service to local organizations and his church. Jay is also a graduate of Leadership Austin.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Rachael E Wyatt

Private Client Manager

512.397.2525

Key Contacts

Michelle A Aguilar

512.397.2257

Mary Gordy

512.397.2414

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.