Deborah brings more than 20 years of experience in trust administration. She joined Bank of America Private Bank (formerly U.S. Trust) in 2017. Thirty years prior to joining Bank of America, Deborah held positions as a paralegal in law firms -- 14 years were with firms focusing on trust and estate administration and estate planning, and she was involved in all aspects of trust and estate administration.
Deborah is a graduate of Stratton & Bryant College and holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
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.