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.
Maureen Allam is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Providence, Rhode Island. She works closely with a Portfolio Manager, often as the primary point of contact, depending on clients’ needs and preferences. Her main objectives are to listen to clients, help identify their needs, provide advice and guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform of resources to support each client’s overall wealth strategy. Maureen’s focus is on the administration of clients’ trusts and carrying out the provisions contained in trust documents. We will be the main point of contact for you and your beneficiaries in matters of trust administration, and can engage other Private Bank specialists to assist, as appropriate. We recognize that each trust and beneficiary is unique, and we provide highly personalized service to help you carry out your estate requirements.
Maureen holds a bachelors degree from Central Connecticut State University. She joined Fleet Bank in 1999 and began her wealth management career in 2000 with Fleet Private Client’s Group. Maureen also held the position of Vice President and Wealth Management Officer at The Washington Trust Company from 2012–2017. Maureen returned to Bank of America Private Bank (formerly U.S. Trust) in 2017, where she continues to provide personalized wealth management services to our clients.
Maureen is currently a member of the Estate Planning Council of Rhode Island.
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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.