Terry G Broscher

Senior Vice President, Private Client Advisor

Professional Profile

Terry Broscher has been a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Atlanta since 2010. He leads a team of dedicated professionals who provide clients with a host of wealth management services, including banking, credit, investment management, and trust and estate services. Prior to U.S. Trust, Terry served at Wachovia Bank for more than 21 years where he held several positions in commercial banking and wealth management in Atlanta and Jacksonville, Florida. His professional background includes serving as a Commercial Banker with Suntrust.

Terry and his team strive to provide clients with access to the wide array of people and resources on the U.S. Trust® platform to support each client's many wealth management needs. Terry seeks to listen and understand clients' concerns to develop a personalized plan to help meet clients' unique goals. In his role he recognizes that focusing on clients' best interests is the foundation of building long term relationships. Terry takes a comprehensive view of clients' current circumstances to help address both immediate banking needs and long term objectives.

Terry’s community involvement activities in Greater Atlanta include the United Way’s Tocqueville Society and a current membership with the High Museum of Art Director's Circle.  He holds a Bachelor’s degree from Columbus State University.

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

Laura Pease

Senior Trust Officer

404.264.2885

Shih (May) M Tsao

Private Client Manager

404.264.2805

Michael Allen Pond

Senior Trust Officer

404.264.2886

James (Jim) T Farmer

Portfolio Manager

404.264.2864

Robert S Kalaman

Portfolio Manager

404.264.2874

Robert (Rob) C Wicking

Portfolio Manager

404.504.3185

Billy (Bill) C Hamlet

Wealth Strategies Advisor

404.264.2872

Adam B Coker

Market Investment Executive

212.852.2559

Key Contacts

Blakely H Richardson

404.264.2812

Jennifer (Jenna) M Forrester

404.264.2835

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.