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.
Nancy Huddleston O’Reilly is a Senior Vice President and Senior Trust Officer for Bank of America Private Bank in Paramus, New Jersey, working closely with high-net-worth clients and their families. She has more than 30 years of experience in trust and estate administration, having spent most of her career in northern New Jersey. She has also worked in Boston and New York City in the trust and estate administration field.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2004, Ms. O’Reilly was a Regional Trust Officer with Merrill Lynch Trust Company, FSB. She also served many years as a Vice President and Trust Officer at PNC Bank. Her primary focus is as a fiduciary specialist, assisting clients in coordinating and executing their estate and financial planning goals and objectives. In addition, she manages all aspects of account administration and is often the primary point of contact for clients. She enjoys and appreciates the trust her clients place in her and often serves as trusted advisor for several generations within the same family.
On behalf of clients, she also works closely and effectively with financial advisors, attorneys, CPAs and other client advisors on matters such as estate planning, tax planning and gifting strategies.
Ms. O’Reilly grew up in the suburbs of Washington, D.C., and moved to her family’s native Alabama as a high school student. She was in the probate division of the law firm of Hutchins & Wheeler in Boston, Massachusetts, before transitioning to the banking and trust industry.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.