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.
Theresa Hannah is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Cincinnati, Ohio. Theresa works closely with high-net-worth individuals and families, supporting them in their efforts to preserve their wealth and assets for future generations. Deeply customized in her approach, she is attuned to each client’s intentions, family dynamics, long-term goals, and legacy aspirations, incorporating these parameters within the structure, implementation, and administration of a client’s fiduciary plans. She works in concert with a client’s Private Client Advisor, Wealth Strategist, and external tax and legal advisors, as appropriate, to identify and advance shared objectives and initiatives.
Clients look to Theresa for assistance in planning for critical transitions in their lives, both personal and professional. Empathetic and discreet, she is honored to serve as a reliable confidante, helping clients anticipate key decision points, circumvent common pitfalls, and weigh the range of options at their disposal. She has a passion for developing relationships not only with clients, but also with their children and grandchildren, fostering active engagement and sound stewardship.
Prior to joining Bank of America Private Bank, Theresa was a Senior Trust Officer and Senior Relationship Manager and with PNC Financial Services Group in Cincinnati, where she worked for five years. Previously, she served as a Senior Trust Officer with Rabobank in San Luis Obispo, California. She began her financial services career in 2000 as a Trust Officer with Bank of the West.
Theresa earned her M.B.A. and her B.B.A. from National University. She has completed all three levels of Cannon Financial Institute’s Trust School and holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
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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.