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.
Frances Barrett is a Senior Vice President and Market Trust Executive for the Upper New England Market of Bank of America’s Private Bank. In this role, Frances leads the personal trust and fiduciary activities for the Massachusetts, New Hampshire and Maine offices. Frances and the team with whom she works advise families across a wide range of transfer strategies and assist them in the creation and implementation of personal trusts. Those professionals provide fiduciary expertise and oversight in the administration of various types of trusts and other fiduciary investment management accounts.
Frances has over 25 years of experience in personal trust administration and planning in the financial services industry. She joined Bank of America Private Bank in 1997 through a legacy institution. Prior to joining the Private Bank, Frances practiced law at a small firm in downtown Boston.
Frances received a B.A. from Mount Holyoke College and a J.D. from Syracuse University College of Law. She has completed the American Bankers Association National Trust and Graduate Trust schools with high honors, and holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. She is a member of the Boston Estate Planning Council and the Massachusetts Bar.
Frances does not provide legal advice in her role at Bank of America.
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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.