Kelly Gegerson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Winter Park, Florida. She has built a strong market presence in Florida’s Greater Orlando area.

Kelly helps ultra-high-net-worth clients address the complexities of multi-generational family wealth. She also draws on her knowledge of nonprofit organizations to provide strategic guidance to healthcare organizations, colleges, and universities as they manage their endowments and pursue their missions.

Kelly works with a diverse clientele that includes leaders in the private, public, and nonprofit sectors, with an emphasis on physicians and other professionals. She is committed to delivering a boutique-like client service experience while providing access to the global resources and capabilities of Bank of America.

As the leader of a client’s Private Bank team, Kelly brings together experienced specialists across multiple disciplines. Her team may include portfolio managers, credit and banking specialists, CPAs, and attorneys. Together, they design and deliver personalized strategies for investment management, philanthropy, trust and estate planning services, and credit and lending solutions.

Kelly also assists clients with sophisticated credit and lending strategies, ranging from unsecured lines of credit and commercial real estate to the acquisition of private aircraft, yachts, fine art, and collectibles.

Kelly has been with Bank of America since 2018. Prior to joining the Private Bank, formerly U.S. Trust, she was a business and commercial banking relationship manager at Regions Bank and IBERIABANK. In these roles, she gained experience in commercial real estate, manufacturing, and commodities-based businesses, including the agriculture and medical/healthcare sectors.

Kelly has been an active member of the Jewish Community Center of Greater Orlando for over 15 years. She is a past president of its board of directors and most recently served on the board of directors for Shalom Orlando.

Kelly earned her bachelor’s degree from the University of North Florida. She is also an entrepreneur and currently owns a family business. Outside of work, Kelly is an avid boater, scuba diver, and surfer — a love for the water inspired by being born and raised in Miami, Florida.