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.
Casey M Smith
Senior Vice President, Private Client Advisor
Professional Profile
Casey Smith is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. Casey works closely with high-net-worth individuals and families, helping them manage their wealth in a thoughtful and strategic way. He has developed a thoughtful understanding of the issues that can impact the financial lives of families, corporate executives, private equity, entrepreneurs, professional athletes and art collectors. He offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities and specialists within the Private Bank.
Casey starts by learning the priorities, values and goals of each client. He centers his work around what is most important to each individual or family, advancing steady progress toward clear objectives, and refines his approach based upon the dynamic interplay of each client’s personal and professional circumstances. He is skilled in directing effective communication and collaboration across the Bank of America enterprise. In addition to traditional disciplines, such as investment management, trust and estate planning services, banking and philanthropy, Casey is adept in providing customized lending and financing for a vast range of needs.
Casey began his career with Bank of America in 2011 and has held various roles in the home financing, retail banking, and commercial banking divisions. He joined the Private Bank (formerly U.S. Trust) in 2016. Casey earned his B.B.A. in small business and entrepreneurship from the College of Saint Rose in Albany, New York.
Active in the community, Casey currently serves as a board member for the McColl Center, as a mentor for the Cherie Blair Foundation, as co-chair of the Hispanic and Latino Council at Bank of America and is part of the CBI 40 under 40 Leadership Development Program. He is past chairman of the Charlotte City Club Young Professional Group and a former board member for the NC Tech Association.
Casey and his wife live in Charlotte’s South End with their sociable pug where they enjoy exploring everything their local community has to offer, including its vibrant arts scene.
EDUCATION
- The College of Saint Rose
LANGUAGES
- English
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Our Team
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
Key Contacts
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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
FEATURED ARTICLES
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.
