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.
Carrie Seligman is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Boston, Massachusetts. Her warm, caring and engaging approach addresses the complex wealth management needs of business owners, corporate executives and multi-generational families. Carrie also offers strategic perspective to professional women as they assume full responsibility for their finances after a divorce or widowhood.
Drawing on her past experience as corporate counsel for her family-owned business, Carrie has a keen insight into the complexities and inner dynamics of privately-owned companies. In addition to assessing their current positions, she can offer tax minimization and estate planning strategies and provide guidance to help mitigate risk before and after a liquidity event.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2006, Carrie spent nine years in a similar role at Northwestern Mutual Life Insurance Company in Boston. During her tenure, she utilized insurance products to help clients with liquidity, estate planning services and executive compensation needs.
Carrie earned a bachelor’s degree in social work from Skidmore College, a J.D. from the University of New Hampshire School of Law, and a L.L.M. in taxation from Boston University. Carrie also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Boston Estate Planning Council and a fellow and current New England Chapter Chair of the Family Firm Institute.
A native New Englander, Carrie loves outdoor activities, including hiking and skiing. She is an adventurous traveler and has a great love of lighthouses. Her goal is to visit every lighthouse along the east coast. Carrie can be found tooling around Sharon, Massachusetts with her Westie in her quirky cars. She also has a grown son, who is an artist.
*Carrie does not offer tax advice in her role at Bank of America Private Bank.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*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.