Theresa A Rodgers

Senior Vice President, Senior Trust Officer

Professional Profile

Theresa Rodgers is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank (formerly U.S. Trust). In this role she administers trust and investment management accounts, and provides insight into fiduciary matters, wealth preservation and estate planning. 

Theresa began her career with the bank in 1978 and has worked in numerous key positions related to trust and estate management. Her experience comprises all areas of trust & estate management and regulations including, but not limited to, farm & ranch management, specialty assets and administration of complex estates. Theresa holds the Certified Trust and Financial Advisor designation which is sponsored by the ABA Institute of Certified Bankers.

Theresa enjoys giving back to her community as past President and current member of the Spokane Estate Planning Council, a Spokane committee member for the Bank of America Charitable Foundation, as well as active participant of the Bank of America Volunteer network. 

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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.