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.
Terry Broscher is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, Georgia.
Since joining the Private Bank (formerly U.S. Trust) in 2010, Terry has brought a strong strategic financial focus to successful entrepreneurs and business owners, generations of wealthy families and foundations in the Atlanta area and nationwide.
To support the sophisticated and often urgent needs of clients, Terry and his team of selected specialists provide an extensive range of coordinated wealth management services – including investment management, credit and lending, and estate planning services.
Some clients may be considering the sale of a business or a thoughtful succession plan. Others may look to Terry’s experience in specialty asset management and benefit from customized lending for investment and commercial real estate, timberland, farm and ranch land.
Terry places special importance on listening carefully and frequently to clients – asking questions intended to help them identify and prioritize their professional and personal financial goals. Proud to be a a devoted steward of clients’ wealth, Terry is proud to serve their best interests and cultivate lasting relationships based on trust and shared values.
Prior to Bank of America, Terry spent more than 20 years at First Union (later, Wachovia Bank) and SunTrust – holding positions in commercial banking and wealth management in Atlanta and Jacksonville, Florida. He holds a Bachelor’s degree in accounting and finance from Columbus State University.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.