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 McCutcheon is an Assistant Vice President and Trust Officer at Bank of America Private in Tampa Bay, Florida. Her focus is on administration of clients’ trusts and carrying out provisions contained in trust documents. Frances recognizes that each trust and each beneficiary is unique, and provides highly personalized service to help carry out the estate plans. She 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.
Frances has over 25 years’ experience and started her career at Bank of America Private Bank (formerly U.S. Trust) in 2012. Prior to joining Bank of America Private Bank (formerly U.S. Trust), Frances worked in trust administration roles in Wealth Management for Wells Fargo/Wachovia/First Union and with Financial Strategies Group handling portfolio management and compliance.
Frances is a graduate of Florida Graduate Trust & Management Wealth School. She completed an 18-month training and development program with Bank of America Private Bank and was promoted to Trust Officer.
She is also an active member of the Pinellas County Estate Planning Council.
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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.