Ruth Anne Poteat is Managing Director and Senior Trust Officer with Bank of America Private Bank in the Greensboro, North Carolina. Ruth Anne provides customized advice and guidance to high- and ultra-high-net-worth individuals and families, helping them develop, implement, and administer their financial plans. Knowledgeable and discreet, she draws on an extensive background in trust and estate planning services to support clients in making informed decisions about the structure and administration of their legacies. She works in concert with fellow specialists within the Private Bank, as well as a client’s external tax and legal advisors, as necessary, to advance a unified approach centered on the unique circumstances of each relationship.
Ruth Anne joined Bank of America in 1995 when it was North Carolina Trust Company. Previously, she provided estate and tax administration services as a paralegal with several local law firms. She earned a BA from the University of North Carolina, Greensboro and is a graduate of the National Center for Paralegal Training in Atlanta, GA.
Ruth Anne is a member of the North Carolina Bar Association and Greensboro Estate Planning Council.
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.