Jonathan Smith is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in
Pi􀆩sburgh, Pennsylvania. Working with a talented team of specialists, he is a trusted advisor to genera􀆟ons of
families led by successful execu􀆟ves, business owners, and other ambi􀆟ous wealth creators – both ac􀆟ve and
re􀆟red.
As a Cer􀆟fied Financial Planner, Jonathan helps cra􀅌 an investment, re􀆟rement, liability management, tax
minimiza􀆟on and estate planning strategy. His heightened sensi􀆟vity to tax efficiencies, clients’ business
succession goals, and insula􀆟ng family wealth across genera􀆟ons leads to him coordina􀆟ng with clients’ CPAs
and a􀆩orneys on a regular basis.
Beyond dollars and cents, Jonathan finds that ge􀆫ng to know families and providing simple solu􀆟ons to
complex situa􀆟ons is tremendously gra􀆟fying. Passionate about doing “the right thing” for clients. he enjoys
hearing when key milestones and objectives have been reached.
Before joining the Private Bank in 2024, Jonathan held advisory positions at Citizens Bank for two years and
BNY Mellon Wealth Management for 13 years. A native of Pittsburgh, he is considered a “Double Duker” –
having earned a B.S.B.A. and J.D. from Duquesne University. A loyal Steelers fan. Jonathan’s greatest joy is
family 􀆟me – spent with his wife, Andrea, their four daughters and one puppy. A fixture on local basketball
courts, soccer, and so􀅌ball fields, Jonathan is a popular (and 􀆟red) coach.