Carroll H Caldwell

Senior Vice President, Senior Trust Officer

Contact Me

Professional Profile

Carroll Caldwell is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, in Providence, Rhode Island. His focus in on the administration of clients’ trusts and fulfilling their wishes as expressed in the provisions contained in trust documents. Carroll recognizes that each trust and each beneficiary is unique and provides highly personalized service to help carry out the estate plans. He is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate.

Prior to joining Bank of America Private Bank in 2003, Carroll worked as a Banking Center Manager and Senior Personal Banker for Bank of America.

Carroll graduated from Emory University with a B.A. degree in philosophy and religion. Carroll holds the Certified Trust and Fiduciary Advisor designation, CTFA, sponsored by the American Bankers Association.

Carroll regularly serves as a volunteer for Save the Bay, the Audrain Automobile Museum in Newport, R.I., and local charities focused on food insecurity. He also serves on an ad hoc committee formed by the Town of Westerly to advise the town council in the effort to increase the availability of affordable housing.

Carroll does not provide legal advice in his role at Bank of America Private Bank.

Let's Have A Conversation

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

Have Us Contact You

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.