Tonia Lindquist is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Portland, Oregon. Tonia is responsible for trust administration for wealthy individuals and families. She works closely with individuals and families to deliver a variety of services to help meet their overall estate planning and charitable needs.
Tonia has been with Bank of America (including its predecessors) since 1985. With over 35 years in the trust industry, her deep background includes operational activities, investment administration, and portfolio management, philanthropic and currently trust administration.
Tonia holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers, and is an honors graduate of Cannon Trust School. She attended Pierce College (Ft. Steilacoom Community College) in Steilacoom, Washington. She also hold a Foundations of Banking Diploma from the American Institute of Banking. Tonia is a member of the Portland Estate Planning Council, past member of the National Committee on Planned Giving and the Northwest Planned Giving Roundtable.
In addition, she was former board chair of LENS (Lutheran Lifelong Learning Network) and past board chair and trustee for the Evangelical Lutheran Church in America’s Foundation and past board member of MetroArts, Inc. and has served on various committees/boards for her local Lutheran Church. Currently serves on the Oregon Health Sciences University Gift Advisory Board.
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.