At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Deborah Kelleher is an Assistant Vice President and Trust Officer at Bank of America Private Bank in Providence, Rhode Island. Her focus is on the administration of clients’ trusts by carrying out provisions contained in trust documents and assisting clients with their estate planning. Deborah is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Deborah brings more than 19 years of experience in trust administration. She joined Bank of America Private Bank (formerly U.S. Trust) in 2017. She joined Bank of America 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.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.