Donna F Botkin

Senior Vice President, Senior Trust Officer

Professional Profile

Donna Botkin is a Senior Trust Officer and Senior Vice President with Bank of America Private Bank.  Donna joined Bank of America Private Bank (formerly U.S. Trust) in 2011. Donna works with a team of professionals to provide clients with personalized wealth and investment planning services.

As a Trust Officer, her focus is on trust administration and working with high net worth clients and their families to coordinate their financial and estate planning needs.  Donna has over 30 years experience in trust administration and wealth management.  She is a graduate of the Graduate School of Banking at SMU.  Donna is a past President of the Estate Planning Council of St. Louis.  She is an Executive Member of the Missouri Bankers Association Trust Services Committee. Donna is currently serving as a member of the Planned Giving Advisory Board for the St. Louis Zoo Association.   Additionally, she has earned her Certified Trust and Financial Advisor designation, as well as her Accredited Estate Planner designation.

 

 

Note:  Donna does not provide legal or tax advice in her role at Bank of America Private Bank.

 

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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.

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.