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.
Carlos Rex Aponte is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas. Carlos works closely with individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives.
Deeply committed to the long-term well-being of each client, he strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Carlos looks to combine technical insight and acumen with an unwavering commitment to client service. He integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Carlos believes that each client’s wealth framework should be as unique as his or her situation. He incorporates multiple factors within his approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Carlos is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals. His finance experience in several sectors outside of financial services gives him unique experience and perspective with successful business owners.
Prior to joining Bank of America Private Bank, Carlos was a financial advisor with Raymond James and Associates and Morgan Stanley working with clients both domestically and abroad. Previously, he worked in finance directly or as a consultant for in healthcare, government, and construction sectors. He earned his Bachelor of Science in Management from Purdue University in Indiana, and his Master of International Finance from Fundacion de Estudios Financieros in Spain. He is fluent in English and Spanish.
Carlos resides in Houston with his wife and three children and in his spare time enjoys playing golf and tennis and works as a volunteer to help children get access to needed medical care.
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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.