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.
Kari Stoltz is a Managing Director and Private Client Advisor with the Bank of America Private Bank in Raleigh, North Carolina. She has been President for Bank of America of the Triangle since 2009. Born and raised in Raleigh, Kari has a deep understanding of the needs of individuals, families and businesses in the community where she lives, works and volunteers.
Kari has been with Bank of America since 1991. She leverages her extensive experience in banking and wealth management to tailor her approach to match her clients’ unique financial priorities. Kari leads a team of local experts to help connect clients with the appropriate resources at Bank of America, including complex credit and sophisticated lending solutions as well as guidance around structuring and transferring wealth, portfolio management, and philanthropic giving. With an extensive commercial banking background, Kari offers business owners strategic guidance on succession planning and exit strategies for their businesses.
Prior to joining the Bank of America Private Bank (formerly U.S. Trust) in 2013, she held a variety of leadership positions in Consumer, Business and Global Commercial Banking, as well as Treasury Sales and Management. She earned her Bachelor’s degree in history from The University of North Carolina at Chapel Hill and is a Graduate of Leadership North Carolina.
Passionate about giving back to her community, Kari is a member of the Dix Park Conservancy Board of Trustees, Research Triangle Regional Partnership, and The Fifty Group, where she serves as the current board chair. Also, she is co-chair of The Greater Raleigh Chamber of Commerce EDGE 6 Steering Committee and serves as the Chief Volunteer Officer for the YMCA of the Triangle. Additionally, Kari is a member of The Women’s Giving Network and The Carolina Women’s Leadership Council.
Kari and her husband live in Raleigh and have two children. Her hobbies include playing golf, skiing, fitness, art and reading. She is a wine enthusiast and enjoys international travel.
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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.