Jennifer J Winstel

Senior Vice President, Private Client Advisor

Professional Profile

Jennifer Winstel is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in
Charlotte. Jennifer works closely with senior executives and other individuals with complex wealth management
needs, helping them streamline the intersection of their personal and professional wealth. She draws on more
than 25 years of experience in investing and private banking, allowing her to discern possible efficiencies and
remedy gaps in the management and stewardship of significant wealth.

Jennifer has worked in financial services since 1990. Prior to joining Bank of America in 2013, she was a
Managing Director and Head of US Equity Institutional Sales for RBC Capital Markets in New York. In this
capacity, she directed a large team of institutional-equity professionals to optimize client strategy and
coverage for 150 of the firm’s largest clients in the U.S. and Canada. She also served on numerous operating
committees focused on leadership strategy and growth for the investment bank. She earned her B.S. in Business
Administration from Bowling Green State University and was honored by the College of Business with its
accomplished alumni award in 2013. She has also completed the Securities Industry Institute executive program
at the Wharton School.

Deeply involved in the community, Jennifer is the Chairperson for 2020 Women on Boards for North and South
Carolina. She also co-chaired the Circle of Red Campaign for the American Heart Association and serves on the
executive steering committee for Charlotte Women’s Leadership Forum and the leadership committee for the
Maya Angelou Women Who Lead Luncheon. She is also a member of the Women’s Impact Fund and Women
Executives of Charlotte. Previously, she was a board member of Autism Charlotte and served on the Foundation
Board and Investment Committee for Bowling Green.

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

Rhondale Haywood

Portfolio Manager

980.683.8820

Leslie S. Kincheloe

Portfolio Manager

980.387.7705

Jennifer S Williams

Senior Trust Officer

980.386.7693

Patrick C Carter

Trust Officer

980.386.7860

Meghan Oldis

Wealth Strategies Advisor

980.683.8307

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.