Theresa Lioce is Senior Vice President in the Private Bank at National Bank of Arizona. In this role, she focuses on generating, managing, and servicing a portfolio of high net-worth clients, particularly medical practitioners, professionals, executives, and small business owners. She also contributes to the Private Bank’s overall strategies, growth, and performance while working closely with partners across all lines of business. She believes passionately in a holistic and goal-based wealth management approach that manages both sides of the balance sheet.

 

Prior to joining NB|AZ, Theresa spent over 20 years in wealth management and private banking with Bank of America and Merrill Lynch in the Scottsdale, Paradise Valley and Fountain Hills markets. She also helped manage special projects with wealth management and credit. 

 

Community Involvement

Theresa is an active volunteer of Music Therapy for Children and Seniors. She is a past member of the National Association for Prevention of Child Abuse and served as Board Secretary and Treasurer of the NM Chapter. Theresa is an alumna of Scottsdale Leadership, Class 32.