Therese M Vita

Senior Vice President, Private Client Advisor

Professional Profile

Therese Vita is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Buffalo, New York.  She leads a dedicated team of local specialists, serving business owners, entrepreneurs, executives, and their families, working to help them optimize and streamline the management of their planning, wealth, credit and banking.   

Therese shares the entrepreneurial spirit of clients - C suite executives, owners of family and privately held businesses, and generations of wealthy families. She and her team also assist family offices, institutions and nonprofits. 

As an experienced professional, Therese leverages her skillset developed over 18 years as a wealth advisor and 10 years as a formerly practicing attorney (now retired) to help clients identify their personal wealth structuring goals and those for the next generation.  As a Certified Exit Planning Advisor (CEPA®) designee, she provides pre- and post- planning for M&A transactions and other liquidity events.  With the formidable credit capabilities of the Private Bank, she is able to provide creative strategies for custom structured credit, mortgages, lines of credit, investment real estate, marine, aircraft and art lending.

Therese and her team of specialists provide exit and succession planning, trust, estate and retirement planning, banking and lending, family office services, philanthropy and investment management. She believes that keeping clients apprised of new opportunities is critical to establishing a trusted relationship in which ideas are frequently exchanged. 

Prior to joining Bank of America Private Bank, Therese worked at both Merrill and Key Private Bank, where she focused on wealth management strategies for high-net-worth individuals and families. She spent the first ten years of her career as a practicing attorney but does not provide legal advice in her role at Bank of America. Therese earned a B.S. in business administration from Le Moyne College and a J.D. from Albany Law School of Union University. She holds the Certified Exit Planning Advisor (CEPA®) designation, awarded by the Exit Planning Institute, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

An active member of her community, Therese serves on the boards of the Western New York Women’s Foundation, The Foundation of the Roman Catholic Diocese of Buffalo, and the Estate Analysts of Western New York.  She also sits on the Board of Regents for Le Moyne College in Syracuse, NY.  She is an active member of the Rotary Club of Buffalo and supports a variety of theater, arts, music and cultural organizations. Therese enjoys being an ambassador for our City of Good Neighbors.  She lives on the Buffalo waterfront and embraces all that Western New York has to offer.




*Therese does not provide legal advice in her role with Bank of America.

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

LANGUAGES

  • English

EDUCATION

  • Albany Law School of Union University, Albany, New York
  • Le Moyne College, Syracuse, New York

ORGANIZATIONS

  • Bar Association of Erie County
  • The Buffalo Club
  • Western New York Estate Planning Council (Estate Analysts of WNY)

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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.