Carl J Blain

Vice President, Senior Trust Officer

Professional Profile

Carl Blain is a Vice President and Senior Trust Officer at Bank of America Private Bank, in Las Vegas, Nevada.  His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents.  Carl is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.

 

Prior to joining Bank of America Private Bank in 2020, Carl worked as a Senior Trust Officer at U.S. Bank and Fiduciary Relationship Specialist at Wells Fargo Bank, N.A. for seven years.  His professional background includes specializing in various aspects of trust and wealth management including financial planning, trust administration, and relationship management.

 

Carl Blain earned a Bachelor of Business Administration degree in Trust and Wealth Management with a minor is Financial Planning from Campbell University.  He holds a Masters of Business Administration degree from Roseman University and Masters of Science in Taxation degree from William Howard Taft University.  Carl Blain is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.  He also holds the Certified Trust and Financial Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.

 

Carl currently serves as a CFP® mentor under the CFP® Board Mentor Program.  When he is not at work, he enjoys traveling, hiking, and attending sporting events.



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

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America 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.