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.
Kathleen Pruett, CTFA, is a Vice President and Senior Trust Officer at Bank of America Private Bank, in Chicago, Illinois. Kathleen 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.
With over 35 years of experience, Kathleen has a diverse background in wealth management. She has worked in compliance, trust operations and for the last 25 years, in trust administration. Kathleen joined Bank of America Private Bank (formerly U.S. Trust) in 1996 at LaSalle National Bank and was employed by Chicago Trust Company. Kathleen Pruett holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Kathleen graduated from University of Southern Colorado with a data processing degree. She is also a graduate of the ABA National Graduate Trust School.
She is active in her community and currently serves on one of the Chicago Park District Advisory Council.
Kathleen does not provide tax or 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.