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.
Elizabeth Sheldon Kramer
Senior Vice President, Private Client Advisor
Professional Profile
Sheldon Kramer is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charleston, South Carolina. Born and raised in North Carolina, she chose to make South Carolina home after living and working in both Chicago, Illinois and Houston, Texas. Sheldon and her team work closely with ultra-high net worth clients to navigate the complexities of wealth and simplify financial management. Her grounded and practical approach meets each client where they are in their journey, guiding them with a dedicated team of specialists.
Leading a local team of experts, she has access to dedicated portfolio managers, strategists devoted to financial and estate planning, debt solutions and philanthropic giving. The global resources of Bank of America enable local teams to bring cutting edge thought leadership and strategies to clients from across the enterprise.
Over the years, she has developed a passion for serving entrepreneurs. The everchanging ecosystem provides a unique need for business owners to engage a trusted advisor to support growth, provide context and help prepare for ultimate transition. While in Houston she had the opportunity to work with professional athletes, entertainers, and multi-family offices. This experience helps her engage and delicately manage the challenges of coordinating multiple outside advisors for her clients and their families.
Sheldon earned her degree in political science from The University of North Carolina at Charlotte in 1995 with an international concentration and minors in philosophy and sociology. She is also a graduate of South Carolina Bankers School.
Sheldon serves on the board for The Lowcountry LandTrust and enjoys travel and art when she is not spending time with her son and horses.
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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.
