HANNAH ASHBEE

Senior Vice President, Senior Trust Officer

Professional Profile

Hannah Ashbee is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank, in Chicago. Hannah works closely with high net worth individuals and families, helping them design and implement their fiduciary plans in keeping with their goals, preferences, and priorities. She draws on an extensive background in trust and estate planning services to support clients in making informed decisions about the structure and administration of their long-term legacies.

Responsive and discreet, Hannah is closely attuned to the unique dynamics and intentions of each client or family. She enjoys building relationships with multiple generations, fostering best practices and sound stewardship through ongoing client education. She works in concert with locally based specialists at Private Bank, as well as a client’s external tax and legal advisors, to advance each client’s unique objectives with care and precision.

Prior to joining Bank of America Private Bank, Hannah served as a Wealth Planner with a private bank in Chicago. Previously, she was a practicing estate planning attorney with Schiff Hardin LLP and another Chicago-based firm. She began her professional career in 2006 at Deloitte Tax LLP, where she served as a consultant in its Multistate Tax Practice. She holds a J.D. from DePaul University College of Law, earning a Certificate in Tax Law, as well as a B.A. in Marketing, Magna Cum Laude, from the University of Pittsburgh.*

Hannah is a licensed attorney in Illinois and a member of the Chicago Estate Planning Council. She serves on the Young Professional Advisory Committee of the Chicago Community Trust. In her free time, she volunteers with the Junior League of Chicago and Chicago Run, a community organization that seeks to enhance the health and well-being of Chicago youth through running.

* In her role with the Private Bank, Hannah does not provide tax or legal advice.

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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.