Kimberly Bleach

Senior Vice President and Private Client Advisor

Kimberly Bleach is a Senior Vice President and Private Client

Advisor with Bank of America Private Bank. In coordination with her Sarasota based team, Kimberly focuses on advancing new client engagements,deepening existing relationships and developing community connections. Utilizing her 18 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 the Southwest Florida Estate Planning Council. She is an active member and committee co-chair of Sarasota Yacht Club. Additionally, she serves as an advisory council member for Mote Marine laboratory and aquarium.

 

Kimberly graduated from Stetson University with a Bachelor of Business Administration degree. Additionally, she is a CERTIFIED FINANCIAL PLANNERTM certificant and also holds the Certified Trust & Financial Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.

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