Christopher (Chris) L Woolley

Senior Vice President, Private Client Advisor

Professional Profile

Chris Woolley is a Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. He draws on more than four decades of banking experience to support multiple generations of ultra-high-net-worth families who are striving for steady progress toward their unique goals. Taking a collaborative approach, he leverages a team of specialists from the Private Bank to address both sides of their balance sheet and help them address nearly every aspect of their financial lives.  

With a background in corporate finance, Chris has a depth of experience connecting business owners to the Private Bank resources and capabilities that align with their distinctive needs. Together, they look to uncover possible efficiencies in investment management, tax minimization strategies, business succession planning, and custom credit and lending solutions.

Chris has been with Bank of America and its predecessor firms since 1977. He joined the Private Bank (formerly U.S. Trust) in 2005. During his tenure, he has held senior roles in credit training and commercial banking in Charlotte and Orlando. This was followed by senior risk executive roles in the global corporate and investment banking business, principally approving and managing risk exposure to public companies. Previously, he helped establish the structured credit desk at Bank of America Securities, where he oversaw the delivery of fixed income derivatives to clients.

Chris earned his bachelor’s degree in finance and accounting from the University of Virginia’s McIntire School of Commerce. He and his wife have two grown daughters and he is excited to become a grandfather later this year. In his spare time, Chris is a leader in his church and enjoys playing golf weekly.

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

True Davis (True) Tang

Senior Trust Officer

980.386.5233

Leslie S. Kincheloe

Portfolio Manager

980.387.7705

Michael R Preisano

Portfolio Manager

980.386.4482

Jennifer S Williams

Senior Trust Officer

980.386.7693

Stephanie (Steph) L Wells

Senior Trust Officer

980.386.4065

Key Contacts

Colleen Ann Marvin

980.386.8310

Michael Santisteban

980.386.3564

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.