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.
Rogerio A. Soares, CTFA, serves as a Senior Vice President and Senior Trust Officer in the Boston office of Bank of America Private Bank. Utilizing 23 years in the professional fiduciary services and wealth management industry, Rogerio oversees strategy for existing client relationships and is responsible for engaging new relationships. His responsibilities are to provide customized wealth structuring, financial planning, credit, estate and trust services to high-net-worth clients. Rogerio’s
team focuses on wealth planning designed to provide families with thoughtful and innovative strategies customized to the complexities of managing their wealth. He addresses the immediate needs as well as long-term personal and financial goals. Among the areas and issues that he can help address are proactive cash flow and lifestyle planning; gift and estate tax planning and structuring; and wealth transfer and intergenerational planning.
Prior to joining Bank of America Private Bank, Rogerio’s experience includes various client focused roles in the financial services industry. He was responsible for advising individuals and families of significant wealth at Citizen’s Bank.
Rogerio earned his B.A. degree from Rhode Island College. Roger holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Rogerio does not provide tax advice in his role with Bank of America Private Bank.
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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.