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Jonathan Smith, J.D., Cfp® Email & Phone Number

Private Client Advisor at Bank of America Private Bank
Location: Pittsburgh, Pennsylvania, United States 9 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Bank of America Private Bank
Role
Private Client Advisor
Location
Pittsburgh, Pennsylvania, United States
Company size
232061 employees

Who is Jonathan Smith, J.D., Cfp®? Overview

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Jonathan Smith, J.D., Cfp® is listed as Private Client Advisor at Bank of America Private Bank, a with 232061 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Smith, J.D., Cfp®.

Jonathan Smith, J.D., Cfp® previously worked as Senior Wealth Advisor at Clarfeld | Citizens Private Wealth and Wealth Manager at Bny Mellon Wealth Management.

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Email format at Bank of America Private Bank

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Bank of America Private Bank

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Profile bio

About Jonathan Smith, J.D., Cfp®

I am passionate about creating confidence in my clients' financial lives through comprehensive Private Banking solutions. My clients include high net worth individuals, families, family offices, foundations and endowments. For each client, I lead a team of specialists to deliver custom financial strategies in banking, credit, investments and wealth planning- all of which enable me to truly engage with and understand my clients.

Current workplace

Jonathan Smith, J.D., Cfp®'s current company

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Bank of America Private Bank
Bank Of America Private Bank
Private Client Advisor
Pittsburgh, PA, US
Website
bankofamerica.com
Employees
232061
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9 roles · 21 years

Jonathan Smith, J.D., Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Clarfeld | Citizens Private Wealth

Advisor to ultra-high net worth families, business owners, and individuals. Review and execute estate, investment, trust, life insurance, and business succession planning strategies as well as navigate the ever-changing gift, estate, and income tax landscape.

Aug 2022 - Jul 2024

Wealth Manager

Bny Mellon Wealth Management

Trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. I manage and administer client relationships while providing comprehensive wealth and estate planning guidance.

Aug 2018 - Aug 2022

Officer

Bny Mellon Wealth Management

Responsible for developing leads into qualified prospects for Senior Sales Officers within BNY Mellon Private Wealth Management and play an instrumental role throughout the entire sales process.Cultivate and develop relationships with Centers of Influence (COI’s) into viable lead sources for Senior Sales Officers for continued referral source development. Help develop and implement processes and procedures to be used by the National Sales team surrounding lead generation. Work closely with senior management to develop Wealth Management National Sales strategies involving national and regional campaigns in order to increase fee revenue and develop new COI relationships.

Jun 2013 - Aug 2018

Client Administration Officer

Bny Mellon
Apr 2009 - Jun 2013

Relationship Manager

Pnc
2007 - 2008 ~1 yr
Team & coworkers

Colleagues at Bank of America Private Bank

Other employees you can reach at bankofamerica.com. View company contacts for 232061 employees →

KE Karen Emmons Karen Emmons Colleague at Bank Of America Private BankPalm Coast, Florida, United States View → SM Sunilkumar Mishra Sunilkumar Mishra Colleague at Bank Of America Private BankAhmedabad, Gujarat, India View → SR Sourish Ray Sourish Ray Colleague at Bank Of America Private BankKolkata, West Bengal, India View → JV Jennifer Vaughn-Slaughter Jennifer Vaughn-Slaughter Colleague at Bank Of America Private BankDallas-Fort Worth Metroplex, United States View → NR Nalaya R. Nalaya R. Colleague at Bank Of America Private BankJacksonville, Florida, United States View → JC Joritel Cañezares Joritel Cañezares Colleague at Bank Of America Private BankNational Capital Region, Philippines View → OO Olayimika Olawuwo Olayimika Olawuwo Colleague at Bank Of America Private BankCarmel, Indiana, United States View → MF Maylee Florián Maylee Florián Colleague at Bank Of America Private BankUnited States View → BG Brandon Ganceres Brandon Ganceres Colleague at Bank Of America Private BankFort Worth, Texas, United States View → KA Kimberly Adamu, Mba Kimberly Adamu, Mba Colleague at Bank Of America Private BankCharlotte Metro, United States View →
FAQ

Frequently asked questions about Jonathan Smith, J.D., Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonathan Smith, J.D., Cfp® work for?

Jonathan Smith, J.D., Cfp® works for Bank of America Private Bank.

What is Jonathan Smith, J.D., Cfp®'s role at Bank of America Private Bank?

Jonathan Smith, J.D., Cfp® is listed as Private Client Advisor at Bank of America Private Bank.

Where is Jonathan Smith, J.D., Cfp® based?

Jonathan Smith, J.D., Cfp® is based in Pittsburgh, Pennsylvania, United States while working with Bank of America Private Bank.

What companies has Jonathan Smith, J.D., Cfp® worked for?

Jonathan Smith, J.D., Cfp® has worked for Bank Of America Private Bank, Clarfeld | Citizens Private Wealth, Bny Mellon Wealth Management, Bny Mellon, and Axa Advisors.

Who are Jonathan Smith, J.D., Cfp®'s colleagues at Bank of America Private Bank?

Jonathan Smith, J.D., Cfp®'s colleagues at Bank of America Private Bank include Karen Emmons, Sunilkumar Mishra, Sourish Ray, Jennifer Vaughn-Slaughter, and Nalaya R..

How can I contact Jonathan Smith, J.D., Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Smith, J.D., Cfp® at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.

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