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.
Caroline W. Wilhelm
Senior Vice President, Private Client Advisor
Caroline Wilhelm is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. Caroline 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 she strives to deliver practical, executable strategies that address their unique needs.
Caroline looks to combine technical insight and acumen with an unwavering commitment to client service. She 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. Caroline believes that each client's wealth framework should be tailored to his or her situation, and her business banking experience gives her special insight into the needs of business owners and c-suite executives. She incorporates multiple factors within her 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, Caroline is also adept in specialized offerings, including art and aircraft lending, next-generation stewardship and liquidity strategies for alternative investment professionals.
Prior to joining Bank of America Private Bank, Caroline served as a Senior Private Banker with Wells Fargo. Previously, she advised closely-held companies and nonprofits at Wells Fargo and PNC Bank (formerly RBC Bank). She earned her Bachelor of Science in marketing with a finance concentration from the University of South Carolina in Columbia.
Active in her community, Caroline currently serves as a board member and grants chair for Bee Mighty, and has previously been involved with the Charlotte Chapters of the Women's Presidents Organization and Commercial Real Estate Women, as well as The Entrepreneurship Institute and Bethlehem Center of Charlotte.
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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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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.