Carol W Schroeder

Senior Vice President, Private Client Manager

Professional Profile

Carol Schroeder, Senior Vice President and Private Client Manager with Bank of America Private Bank, joined Bank of America and its predecessor institutions in 1978. After spending most of her career in corporate banking, she moved into private banking in 2001. In her role she supports the needs of high net worth individuals and families and coordinates with a team of professionals who help clients in the areas of wealth strategy, liquidity management, investment management and custom lending.

Carol received a Bachelor of Arts degree, Magna Cum Laude, at Yale University and a Master of Business Administration from the University of Virginia.  She holds the CERTIFIED FINANCIAL PLANNER™ certification. She currently serves on the Women’s Board of the Ravinia Festival Association.

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

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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.

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.