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.
Lindsay A Sullivan
Assistant Vice President, Trust Officer
Lindsay Sullivan is an Assistant Vice President and Trust Officer at Bank of America Private Bank in the Upper New England market. She and her team focus in the administration of investment management and trust accounts for high-net-worth and ultra-high-net-worth families collaborating on their wealth and estate planning. Lindsay and team advise clients across a wide range of transfer strategies including the creation and implementations of personal trusts. She provides fiduciary acumen and oversight in the administration of various trusts, other fiduciary investment management accounts and individual retirement accounts.
Lindsay started her career with Bank of America Private Bank over eight years ago after graduating from Suffolk University in Boston, Massachusetts, where she studied international business and management.
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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.