Carrie R. Seligman

Managing Director, Wealth Strategies Advisor

Professional Profile

Carrie Seligman is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank. In this role, Carrie provides wealth management guidance and helps clients reach their individual goals in financial planning, estate planning, insurance, tax, risk management, and philanthropy. She coordinates with the client’s team of advisors and conducts periodic reviews to monitor progress and review new legislation, ideas, and solutions to be considered in an ever-changing planning environment.

Prior to joining the Private Bank, Carrie held a similar position at the Boston group of Northwestern Mutual Life Insurance Company. Prior to that role, she served as corporate counsel for her family owned company.

Carrie earned her B.A. degree in Social Work from Skidmore College, a J.D. from UNH School of Law, and a L.L.M. in Taxation from Boston University.  She is a *CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. She is a member of the Boston Estate Planning Council and the Family Firm Institute. 

Carrie does not provide legal advice in her role at Bank of America Private Bank.

*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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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.