Terese R Mitchusson

Senior Vice President, Private Client Advisor

Professional Profile

Terese R. Mitchusson is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Saint Louis, Missouri. Terese works with entrepreneurs, private business owners, executives, high net worth families and philanthropic institutions to define, pursue and integrate clients' financial priorities. Terese began her career in 1984 with Bank of America and its predecessors and has held numerous leadership and client facing roles in wealth management, private banking, business banking and commercial banking. Terese’s longevity and varied experience gives her the ability to see situations from various perspectives and call upon the varied resources available to help clients pursue goals.

Terese leads a team of experienced and dedicated professionals who work diligently with each family they serve. "We recognize that all of the clients we serve and families we serve are unique. We take the time to learn each family’s circumstances, values and legacy before striving to create a distinctive strategy. Our deep level of knowledge and passion to serve clients resonates with each client." Terese and the team strive to be the first contact clients make when seeking guidance.

Terese earned an MBA and BSBA from the University of Missouri, St. Louis, where she graduated cum laude. She is also on the boards of Queen of Peace Center and Peace for Kids. She is the chair Corporate Sponsorship Committee at the St. Louis Art Museum, a member of the St. Louis Forum and Professional Women's Alliance, and past Team Chairperson with the Boy Scouts of America.

 

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

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

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Cathy S Meeks

314.466.0818
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Kevin A Boschert

Portfolio Manager

314.466.4026
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Brian M Yost

Market Investment Executive

314.466.3475

Key Contacts

Deborah (Deb) A Lengermann

314.466.6312

Pamela (Pam) S Weiss

314.466.3177

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

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.