James Choe is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Princeton, New Jersey. He leads a team of professionals who provide goals-based advisory solutions to high-net worth and ultra-high net worth individuals, intergenerational family wealth, corporate executives, and entrepreneurs utilizing an integrated approach supported by a comprehensive platform.
James has more than two decades of experience in the financial services industry helping clients achieve their goals and objectives. By carefully listening, understanding, and prioritizing what is important to them, James and his team will custom tailor solutions that are unique by drawing on the capabilities of Bank of America, offering the benefits of broader reach and resources backed by our fiduciary responsibility and commitment to personalized solutions.
James has been with Bank of America Merrill in Consumer Investments since 2014 and joined the Private Bank in 2022. He earned his Bachelor of Science degree in Business from New York University.
Currently, James resides with his family in Bucks County PA. In his spare time, he enjoys golf and spending quality time with his family and friends.
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.