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.
Lauren D. Roberts
Senior Vice President, Private Client Advisor
Lauren Roberts is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Buffalo, New York. Lauren works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Lauren and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Lauren has worked in the financial services industry for 20 years. Prior to joining Bank of America Private Bank ((formerly U.S. Trust) in 2022, she served as Senior Vice President at Wilmington Trust helping give her experience and insight into the wealth management needs of high-net-worth individuals and families.
Lauren obtained a Bachelor of Arts degree in Psychology from SUNY Geneseo. She currently serves on the board of Lothlorien Therapeutic Riding Center and is an active member of the community ambassador council of FeedMore of WNY.
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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.