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.
Carol Claytor is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Richmond, Virginia. Carol serves as the primary point of contact for her clients. She listens carefully to their financial goals and objectives, then builds a plan for each client that helps meet their needs. After confirming the plan with her clients, Carol coordinates the delivery of each aspect of the plans by engaging the appropriate professionals within Bank of America and Bank of America Private Bank making certain to bring to each client the full services of the platform to support their strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Carol is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Carol served as the Trust Director for a major financial institution overseeing the fiduciary function in the Philadelphia, Delaware and New Jersey markets. Prior to that Carol served in various leadership positions including Managing Executive for the Personal Trust Services group supporting Wells Fargo Advisors, Market Manager for Wealth Management and Trust Tax Manager. Carol’s experience in designing and delivering wealth management strategies for high-net-worth individuals and families allows her to bring to proven techniques and cutting edge strategies to her clients.
Active in the community, Carol volunteers with several local organizations, including organizations focused on meeting the needs of children with special needs.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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 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.