Julie Crockett
Julie A. Crockett is a Senior Trust Officer and a Vice President with Bank of America Private Bank in San Antonio, Texas, and has been with the bank (formerly U.S. Trust) since 2010. Julie supports the San Antonio relationship teams by providing fiduciary services to high- and ultra-high-net-worth relationships. In this role, Julie’s main objectives are to listen to clients, help assess their financial needs and goals and support personalized financial solutions by helping them develop, implement and administer their fiduciary plans. She is a member of a Private Bank team, who together assist clients in all facets of their financial wellbeing including retirement, trust and multi-generational planning needs. She brings extensive knowledge of trust and estate planning services, providing clients with the insights they need to evaluate their options and make informed financial decisions. She also collaborates with clients’ external tax and legal advisors, as appropriate. Julie develops strong relationships with the clients she serves, grounding her approach in diligence and responsiveness.
She eared a BBA from the University of Texas Business School in Austin, Texas and a JD from St. Mary’s College of Law in San Antonio, Texas. Prior to joining the Private Bank, Julie worked as a private practice attorney for 20 years and in the Trust Oil and Gas industry. She has completed a city Leadership program, participated in Jr. League and is active in her Church. A recreational runner, she has two adult sons and a daughter-in-law in Central Texas.
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.