Lillian Roche is a Managing Director and Private Client Manager with Bank of America Private Bank in Naples, Florida. She works primarily with individuals and families, focusing on multi-generational wealth. As a relentless champion for ultra-high-net-worth clients, Lillian seeks to build high levels of comfort and trust. In addition to assisting clients with customized credit and deposit solutions, she is the key point of contact for a team of Private Bank specialists who take a strategic approach to wealth management. The team can connect clients with investment management strategies, trust and estate planning services, next-generation financial education, and other capabilities.
Lillian has more than 30 years of experience with Bank of America and its acquired banks in the Naples area. In 1991, she started her financial career in the management training program at Barnett Bank. She has been with Bank of America Private Bank (formerly U.S. Trust) since 2001. Lillian graduated from the University of Florida with a Bachelor of Science degree in finance. She is also a graduate of the Florida Trust and Wealth Management School.
In the community, Lillian has served on the board of directors for the Education Foundation of Collier County and the Collier County United Way. She was also a mentor with Take Stock in Children, a local program for low-income students. Lillian and her husband live on Marco Island, where they enjoy boating. They have two young adult children, both recent college graduates.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.