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2024 Business Owner Report

This year’s survey explores the perspectives, aspirations and outlooks of small and mid-sized business owners across the U.S.

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Nancy Lee Monroe is a Senior Vice President and Relationship Manager for the Southeastern Massachusetts market in Commercial Banking at Bank of America Merrill Lynch. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Nancy’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing over 25 years of experience, Nancy joined Bank of America Merrill Lynch in 2003. She has also served as a Senior Underwriter and Underwriting Manager prior to becoming a Relationship Manager in 2005.   She began her banking career at Bank of Boston participating in the Loan Officer Development Program and served as a Vice President in Middle Market in Central Massachusetts in the late 1980’s and early 1990’s.  Throughout her banking career, Nancy has served mid-sized companies throughout Central and Eastern Massachusetts to support their commercial banking needs.

To help create a more sustainable future for the companies and communities Nancy volunteers with several not-for-profit organizations.  She serves on the Golf Fundraising Committee for My Brother’s Keeper, an organization focused on ending hunger and homelessness throughout eastern Massachusetts.  She has shared her financial and business acumen over the years serving as a Coach for participants in the Inner City Capital Connections Program, a nationwide program designed to provide financial knowledge and help bridge the gap for the 75% of inner-city businesses that are in need of capital; participating in the Bank’s Global Ambassadors Program and serving as a mentor with the Cherie Blair Foundation for Women, an organization that assists women entrepreneurs in developing and emerging economies build their confidence, skills, networks and businesses through one-on-one mentoring.    In addition, she serves as both a formal and informal mentor for teammates across Bank of America Merrill Lynch sharing her knowledge of credit and how to develop solutions that meet client needs.  

Originally from Attleboro, Massachusetts, Nancy graduated with a Bachelor of Arts in Economics from the University of Vermont and received her MBA from Northeastern University in Boston.  She completed the Wharton Leadership Program and the Stonier Graduate School of Banking at UPenn in June of 2019.   She resides in Attleboro, MA with her husband, Mark, is the mother of two young adults and a COVID puppy, Tripp.


    • Technology Services
    • Wholesale Trade
    • General industries
    • Government Contractors
    • Transportation
    • Manufacturing
    • Not-for-profit

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Jeffrey Yost

Sales Support Associate

Linda Chan

Treasury Solutions Officer

Susan Reilly

Treasury Solutions Analyst

Bryan Gluck

Lending Officer

Lynne Auger

Commercial Credit Specialist

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.