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Terese R Mitchusson

Senior Vice President, PWM Market Executive

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Terese R Mitchusson

Senior Vice President, PWM Market Executive
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Professional Profile

Terese Mitchusson is a Senior Vice President and Market Executive for St. Louis with Bank of America Private Bank. Terese directs the activities of Private Client Advisors and Managers throughout the Market, helping them optimize the client experience. An experienced leader and mentor, she supports client teams in identifying the strategies, services, and offerings that can help clients advance their objectives, streamline their financial lives, and establish their long-term legacies. Terese’s longevity with the firm heightens her ability to facilitate effective collaboration across the enterprise, resulting in a robust and integrated client experience. In addition, she is responsible for recruiting preeminent talent to the market, helping to ensure that clients receive the highest caliber of advice and guidance.

Terese has more than thirty years of experience with Bank of America and its predecessor firms. Over the course of her career, she has held numerous leadership and client-facing roles in wealth management, private banking, business banking, and commercial banking. Within the firm, she is the St Louis Executive sponsor of LEAD for Women, an organization dedicated to supporting women enterprise-wide through leadership, education, advocacy, and development. She is passionate about empowering and developing all talent within the enterprise.

Terese earned her M.B.A. and her B.S.B.A. Cum Laude from the University of Missouri. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Terese is very active in the greater St. Louis community. She is a member of the Corporate Sponsorship Committee of the St. Louis Art Museum, is a committee member of American Parkinson Disease Association of St. Louis, a member of the St. Louis Forum, and is active with Catholic Charities’ Queen of Peace Center and Peace for Kids. Previously, Terese served on the board of her country club as its first female director.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

ORGANIZATIONS

  • Financial Planning Association

EDUCATION

  • University of Missouri- Saint Louis
  • University of MIssouri- Saint Louis

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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.

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.

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Asset allocation, diversification, dollar cost averaging and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products:
  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (BofA Corp.).

Certain Bank of America Private Bank associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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