Jonathan Arellano

Vice President, Private Client Advisor

Professional Profile

Jonathan Arellano is a Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to strategies that can help reach their financial goals. Jonathan's approach combines the client experience of a boutique like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Jonathan is on the board of Hispanic Outreach Center and is an Alumnus of Leadership Tampa Bay. He graduated from Mercyhurst University with a degree in International Business with a concentration in Economics and a minor in Asian Studies.

Jonathan is from Managua, Nicaragua and has lived in Shanghai, China. He now resides in Tampa, Florida. 


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.

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

Tom A Tagliarini

Portfolio Manager

813.225.8494

Jarrett M. Greear

Portfolio Manager

813.225.8344
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Alexander J Navarro

Portfolio Manager

321.527.7874

Lila L Miller

Senior Trust Officer

813.225.8588

Lea Ann Collins

Senior Trust Officer

727.556.2411

Mitzi E Mulloy

Senior Trust Officer

321.527.7839

Frederick (Sandy) S Burchill

Private Client Manager

813.225.8221

Key Contacts

Angela N Fernandez

Private Client Manager I

813.225.8135

Susan Putnam

813.225.8249

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.