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.
Tina Marshall is a Managing Director and Senior Trust Officer with Bank of America Private Bank in West Hartford, Connecticut. Tina manages client trust relationships serving high-net-worth individuals and multi-generational families. She works with each generation to help them achieve their own specific financial goals. Beginning with financial management for the youngest in the family, and progressing up through more complex estate planning, her team is involved in many aspects of clients’ financial lives. Working as part of a team that collaborates and pays attention to all the details of planning and execution, Tina oversees the implementation of wealth plans, estate plans and various types of trusts and wealth structures. Tina is excited to see the plans of the older generation come to fruition as younger generations and heirs inherit from parents and grandparents, whose vision enabled the transfer of their family wealth.
Tina joined Bank of America Private Bank in 2006. She has over 25 years of experience in trust and estate planning services. Prior to joining Bank of America Private Bank (formerly U.S. Trust), Tina was a Vice President with The Northern Trust Company in Los Altos, California. Tina is a native of the state of Connecticut and began her career at Shawmut Bank in Hartford in 1993. Thanks to her years in the business, her experience has deepened and the knowledge she brings to clients has been enriched.
She has her master's degree in business administration from the University of Hartford and bachelor's degree in finance from Northeastern University. She completed the American Bankers Association’s National Graduate Trust School program at Northwestern University and holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.