Amy Carr Permenter

Professional Profile

Amy C. Permenter is an Executive Wealth Strategist and Head of Executive Planning within the Planning Center of Excellence in the Private Bank. Together with team members from the Private Bank and Merrill, she works closely with corporate executives providing benefits education, and planning strategies to achieve their goals around financial, estate and wealth transfer planning, and philanthropy.

With over twenty-five years of experience planning for wealthy individuals and families, closely held business owners, and C-suite executives, Permenter first joined Bank of America in 2007.  She served as an advisor on the Bank of America Executive Advisory Services team, providing customized wealth and tax planning services to senior leaders and Executive Officers of Bank of America for 16 years before joining the Private Bank in 2023. Prior to joining Bank of America, Amy was a practicing CPA for more than a decade, providing financial planning and tax consulting and preparation services at a large national accounting firm. 

Amy earned a bachelor’s degree in Accounting and a Master of Business Administration from Stetson University.  She is a Certified Public Accountant, licensed in North Carolina and Missouri. She is a CERTIFIED FINANCIAL PLANNER™ CFP® professional, in addition to holding the Personal Financial Specialist (PFS) and Accredited Estate Planner® (AEP®) designations. 

Amy is a past President and board member of the Charlotte Estate Planning Council and presently serves on the Council Relations Committee of the National Association of Estate Planning Councils (NAEPC). Having served in a variety of community service roles during her more than twenty years in Charlotte, Amy continues to volunteer throughout the community and serves on the Finance Council for her church.


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