Carey Farmer

Senior Vice President, Private Client Advisor

Professional Profile

Carey Blair Farmer is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Frisco, Texas. Well-known among wealth creators in Collin County, she serves successful women and men who are entrepreneurs, business owners, physicians, C-suite executives, as well as retirees including professional athletes.

Working closely with clients to gain a deep understanding of their financial ambitions and concerns, Carey leads a team of selected specialists who collaborate to design and implement tailored financial strategies across multiple disciplines – investment management, trust and estate planning services, liquidity-event and business succession strategies, custom lending and philanthropy.

Carey has extensive experience in the world of banking and draws upon that knowledge to provide clients with residential, securities-based and commercial lending. She also assists physicians who are looking to refinance their office, access an equipment loan, or buy a practice.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Carey served a dual role as vice president of commercial lending at Valliance Bank and as the Dallas Manager of the Private Bank at Valliance – providing her the acumen and insight into the wealth management needs of high-net-worth individuals and families. Previous to that, she specialized in financial relationship management in roles as vice president with BBVA Compass Bank and JP Morgan Chase Bank.

Carey grew up in Houston and holds a Bachelor’s degree in communications and business from Texas State University. She serves on the board of The American Heart Association Collin County Executive Leadership Team and volunteers with Texas Legends Cares and the Collin County Family Violence Council through the Junior League of Collin County. She and her husband reside in McKinney with their three children.

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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

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.