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Kara Morrison

Senior Vice President, Senior Trust Officer

Professional Profile

Kara Morrison is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank. Kara’s focus is on the administration of
clients’ trusts and managing the trusts according to the provisions contained in the trust documents. Kara is the main point of contact for clients and their beneficiaries in regards to matters of trust administration. She provides clients with access to a wide range of resources, including wealth planning, investment management, specialty asset management, structured credit as well as philanthropy.

At Bank of America Private Bank, we recognize that each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your wealth plan.

Kara has been in the financial services industry since 1983. Before joining Bank of America in 1999, she worked as a trust officer for six years at a southeastern regional bank and for nine years at a southern California bank.

Kara holds the American Bankers Association Institute of Certified Bankers’ Certified Trust and Financial Advisor designation (CTFA). She earned a Bachelor of Music degree with a concentration in Business Administration and Economics from Heidelberg University in 1980. She is a member of the Atlanta and DeKalb County Estate Planning Councils and actively involved with her church’s music ministry.

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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.