Roberta Grainger is a Managing Director and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. Her focus is on the administration of clients’ investment management and trust accounts. She is responsible for day-to-day administration and oversight of fiduciary accounts and carrying out provisions contained in trust documents. Roberta is the main point of contact for clients and beneficiaries when it comes to matters of account administration and will engage other Private Bank specialists to assist, as appropriate. Roberta’s main objectives are to listen to clients, help identify solutions to issues and coordinate with the appropriate resources within the Bank's platform as well as to work with client's outside advisors to support the client’s overall needs and goals. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Roberta has been in Private Wealth Management for over 30 years. Prior to joining Bank of America, Roberta was with legacy institutions Fleet Bank, N.A., BankBoston N.A. and BayBank. Roberta also worked for a private trustee in Boston.
Roberta graduated from Wheaton College in Norton, MA with a BS in Economics. Roberta is a graduate of the American Bankers Association National Graduate Trust School and is a member of the Boston Estate Planning Council.
Roberta does not provide legal advice in her role at Bank of America Private Bank.
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 familieis, 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 making your goals our priotity. 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.