Melissa P White

Senior Vice President, Senior Trust Officer

Professional Profile

Melissa P. White is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Boston, MA.  Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents under the fiduciary standard of care. In her role she provides clients with access to a wide range of resources, including wealth planning, investment management, structured credit, specialty asset management, and philanthropy. Melissa is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration  and will engage other Private Bank specialists to assist, as appropriate.  At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to implement and help carry out your estate plans.

Melissa started her career with Bank of New England and joined Bank of America in 2007 when the two organizations merged.

Melissa graduated from Boston University with a Bachelor’s Degree in English Literature. She attended the ABA National Trust School and the ABA National Graduate Trust School where she earned the Certified Trust and Fiduciary Advisor designation. She is a member of the Boston Estate Planning Council and a former member of its governing board. She volunteers her time at Dress for Success.

 

*Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the Institute of Certified Bankers.

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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.