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.
Emily Root is a Senior Trust Officer with Bank of America Private Bank in Chicago, Illinois. Emily provides customized advice and guidance to high-net-worth and ultra-high-net-worth individuals and families, helping them develop, implement, and administer their fiduciary plans. She brings extensive knowledge of trust and estate planning services, providing clients with the insights they need to evaluate their options and make informed decisions about their long-term legacies.
A skilled communicator, Emily develops strong relationships with the clients she serves, grounding her approach in diligence and responsiveness. She works in concert with a team of Private Bank specialists, who look to uncover possible efficiencies across a client’s wealth framework, integrating estate planning within a cohesive whole. An agile problem-solver and active listener, Emily also supports families in their efforts to resolve issues, promote harmony, and enhance communication. Her legal training and experience heighten her ability to collaborate effectively with a client’s external tax and legal advisors, as appropriate.
Prior to joining the Private Bank, Emily was an Associate with Sexauer Law in Chicago, where she counseled individuals and families about a variety of estate planning needs. She held a similar capacity with a private legal practice in Des Plaines, Illinois, where she assisted clients with the preparation of their fiduciary, business, and philanthropic-planning documents. She has worked in trust and estate planning services since 2013. Emily earned her J.D. Cum Laude from Loyola University Chicago School of Law and her B.A. from Denison University.
Emily does not provide legal 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.