Jonathan Arellano

Senior Vice President, Private Client Advisor

Professional Profile

Jonathan Arellano is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Tampa, Florida. 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 investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.



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

Lila L Miller

Senior Trust Officer

813.225.8588

Lea Ann Drew

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

Angela N Fernandez

Private Client Manager

813.225.8135

Key Contacts

Susan Putnam

Private Bank Senior Associate

813.225.8249

Crystal L Smith

Private Bank Senior Associate

813.225.8570

Aurelie J Cooper-Weste

Private Bank Senior Associate

813.225.8277

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

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.