Advisor Image

Yvette Roach

Assistant Vice President, Trust Officer

Professional Profile

Yvette Roach is an Assistant Vice President and Trust Officer at Bank of America Private Bank, in the Regional Office in Dallas, Texas. Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Yvette is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Yvette served as at Trust Settlement Administrative Officer with JPMorgan Chase Bank in Dallas, Texas. Yvette worked in numerous fiduciary roles in her 17 years at JPMorgan Chase Bank.  Background includes experience in trust administration and estate settlement.   

Yvette earned her Bachelor of Business Administration with a major in Accounting from University of North Texas at Dallas in Dallas, Texas, and her Associates of Business Administration from Oakland Community College in Auburn Hill, Michigan.   

She is a member of the Dallas Estate Planning Counsel. 

Yvette does not provide legal advice in her role at Bank of America Private Bank.

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


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.