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Teresa Perez

Vice President, Private Client Manager

Professional Profile

Teresa Perez is a Vice President and Private Client Manager with Bank of America Private Bank (formerly U.S. Trust). As a primary point of contact for clients, Teresa is responsible for understanding clients’ unique needs, providing guidance and coordinating with the appropriate professionals within Private Bank, Bank of America and its affiliates to implement clients’ overall wealth management strategy. This includes investment management, wealth structuring, customized credit and preferred banking. Teresa has over 20 years of banking experience, and has been with Bank of America since 2003.

Prior to joining Bank of America, Teresa also served in the United States Air Force Reserve.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.