Frances Barrett
Senior Trust Officer at Bank of America Private Bank | Boston, Massachusetts, United States
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Frances Barrett serves as the Market Trust Executive for the Upper New England region at Bank of America Private Bank, where she leads a dedicated team of personal trust and fiduciary professionals across Massachusetts, New Hampshire, and Maine. With a robust background in financial services, Frances specializes in advising high-net-worth families on sophisticated wealth transfer strategies, ensuring that their financial legacies are preserved and enhanced for future generations. Her expertise encompasses a wide array of services, including estate planning, trust administration, and investment management, allowing her to provide comprehensive solutions tailored to the unique needs of each client.
In her role, Frances is instrumental in overseeing key projects that focus on enhancing client engagement and optimizing portfolio management strategies. She leverages her extensive knowledge in alternative investments and asset allocation to guide clients through the complexities of wealth management, ensuring that their financial goals are met with precision and care. Her strong foundation in financial services, combined with her Doctor of Law (J.D.) from Syracuse University College of Law, equips her with the legal acumen necessary to navigate intricate estate and financial planning scenarios.
Frances is committed to fostering long-term relationships with her clients, built on trust and transparency. Her leadership not only drives her team's performance but also cultivates an environment where innovative financial solutions can thrive. As a seasoned Senior Trust Officer, Frances Barrett continues to make significant contributions to the field of wealth management, empowering families to achieve financial security and peace of mind.
Senior Trust Officer at Bank of America Private Bank in October 1997 to Present
Market Trust Executive at Bank of America Private Bank in June 2022 to Present
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Syracuse University College of Law, Doctor of Law (J.D.), September 1992 to September 1995
Mount Holyoke College, Bachelor of Arts - BA, September 1988 to September 1992
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Wealth Management
Investments
Asset Allocation
Portfolio Management
Mutual Funds
Asset Management
Equities
Alternative Investments
Strategic Financial Planning
Wealth Management Services
Retirement Planning
Banking
Estate Planning
Fixed Income
Financial Services
Private Banking
Investment Management
Credit
Investment Advisory
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Discover more about Bank of America Private BankWhat is Frances Barrett email address?
Email Frances Barrett at [email protected] and [email protected]. This email is the most updated Frances Barrett's email found in 2026.
How to contact Frances Barrett?
To contact Frances Barrett send an email to [email protected] or [email protected]. (updated on September 04, 2024)
What company does Frances Barrett work for?
Frances Barrett works for Bank of America Private Bank
What is Frances Barrett's role at Bank of America Private Bank?
Frances Barrett is Senior Trust Officer
What is Frances Barrett's Phone Number?
Frances Barrett's phone (413) ***-*232
What industry does Frances Barrett work in?
Frances Barrett works in the Financial Services industry.
Frances Barrett Email Addresses
Frances Barrett Phone Numbers
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