At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Susan Holske is a Managing Director and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. Her focus is on assisting clients with their estate planning needs and the ongoing administration of their trusts; thus effectively carrying out their financial goals and objectives. Susan is the main point of contact for clients and their families when it comes to matters of estate planning, trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. 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.
Susan has been with Bank of America since 1985 starting with Shawmut Bank, a Bank of America legacy bank. She has worked as an Investment Assistant, Associate Relationship Manager and Trust Officer.
Susan received her Associate’s degree in business administration Dean College and her Bachelor of Science from Providence College with a concentration in finance. She is a member of the Estate Planning Council of Cape Cod.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 for future growth, our commitment is to make your goals our priority.