Kimberly M Bleach

Senior Vice President, Private Client Advisor

Professional Profile

Kimberly Bleach is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. In coordination with her Sarasota based U.S. Trust® team, Kimberly focuses on advancing new client engagements, deepening existing relationships and developing community connections. Utilizing her 16 years of past experience as a Private Client Manager, Regional Credit Advisor and Trust Officer, Kimberly offers a holistic approach to address the unique and often complex estate planning, cash flow & investment, leverage and philanthropic needs of high net worth families. Kimberly and her team provide guidance only after a deep review of each client’s complete financial picture; uncovering and prioritizing immediate, mid-term and long-range legacy goals. Kimberly is consultative in her approach; she underscores the value of listening, and engaging in ongoing dialogues to help capture the changing priorities of the families she serves. Kimberly’s team is well positioned to advise on private business interests, restricted stock, farm & ranch holdings, real estate investments and other asset classes. Kimberly prides herself in transforming the tremendous resources of a global institution into a boutique-like family office experience.

Kimberly serves on the Board of Asolo Repertory Theatre and Southwest Florida Estate Planning Council. She also serves on the Equality Means Business Advisory Board for the State of Florida and is an active member and committee co-chair of Sarasota Yacht Club.

Kimberly graduated from Stetson University with a Bachelor of Business Administration degree. Additionally, she holds the CERTIFIED FINANCIAL PLANNER™, Certified Trust & Financial Advisor (CTFA), which is sponsored by the ABA Institute of Certified Bankers and Accredited Domestic Partner Advisor℠ (ADPA™) designations.

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

Accredited Domestic Partnership AdvisorSM and ADPA® are registered service marks of the College for Financial Planning.

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

Heather L Clark

Private Client Manager

941.951.4108

Diane M Huntley

Portfolio Manager

941.951.4133

Maryann L Smith

Senior Trust Officer

941.951.4124

J (Scott) Scott Atkins

Portfolio Manager

941.951.4102

Tamara L. Nabergall

Senior Trust Officer

941.951.4120

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Key Contacts

Jessica J Bryant

941.951.4123

Geraldine (Geri) Fisher

941.951.4115

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.