Charlotte B McGee

Senior Vice President, PWM Market Executive

Professional Profile

Charlotte McGee is a Senior Vice President and the Virginia Market Executive for The Private Bank at Bank of America. She transitioned to her current position from her role as the Market Sales Executive for The Private Bank in Virginia, where she worked closely with Private Client Advisors, Private Client Managers and their team members to deliver wealth management services including investment management, trust and estate planning, customized credit, banking and philanthropy. Prior to her role as Sales Executive, Charlotte served as Market Investment Executive, where she led a broad team of investment professionals, dedicated to providing sophisticated and comprehensive investment management for high net worth families and institutions.

In 2006, Charlotte joined Bank of America Private Bank (formerly U.S. Trust) as a Portfolio Manager, after serving as a Private Client Advisor at Wachovia, where she obtained significant experience working with an accomplished client base, including owners of closely held businesses, entrepreneurs, and executives. She is familiar with the complexities of having significant wealth and accomplished at delivering client-focused strategies and a diverse perspective across the wealth management landscape. Charlotte began her career at Sovran Bank in the Management Trainee Program and upon completion held for a decade the position of fixed income trader for NationsBanc Capital Markets.

Charlotte received her Bachelors of Arts in Mathematics from University of Virginia.

 

Charlotte does not provide tax advice in her role at Bank of America

EDUCATION

  • University of Virginia

ORGANIZATIONS

  • Board Member, The Valentine
  • Board of Directors, Virginia Museum of Fine Arts Foundation
  • LEAD Virginia

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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.

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.