SVP, Private Banking Relationship Manager
Theresa Lioce is 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. Theresa contributes to the Private Bank's overall strategies, growth and performance while working closely with partners throughout 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 more than 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 advisory and credit.
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 Board Secretary and Treasurer of NM Chapter.
7375 E. Doubletree Ranch Road
Scottsdale, AZ 85258