Denise Heersema is a Senior Vice President and Private Client Manager at Bank of America Private Bank, based in Bonita Springs, Florida. She works with a diverse, ultra-high-net-worth clientele that includes multigenerational families, physicians, business owners who have sold or plan to sell their business, and foundations. Denise draws on her expansive experience to assist clients with a variety of banking and lending needs, from day-to-day liquidity management to customized financing for aircraft, real estate and medical equipment. In addition, she coordinates with a team of Private Bank specialists who can design and deliver customized strategies for business succession planning, investment management and philanthropy, as well as trust and estate planning services.
Denise has been with Bank of America since 1994. Prior to joining the Private Bank (formerly U.S. Trust) in 2008, she worked with clients throughout South Florida in the Premier Banking and Investments group. Earlier, she held positions in branch and financial center management. She is passionate about customer service and helping to connect clients with resources throughout the Bank of America enterprise.
Inspired by her mortgage banker mother, Denise is committed to helping other women succeed in financial careers. At Bank of America, she is active in the Women’s Empowerment Network and LEAD (Leadership, Education, Advocacy and Development) for Women employee mentoring program. She enjoys travel, bicycling, and especially family time with her recently retired husband, college-age son, and twin sister.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.