Patrick C Carter

Vice President, Trust Officer

Professional Profile

In his role as Trust Officer with Bank of America Private Bank, Patrick is responsible for providing trust, estate and wealth transfer planning advice to high net worth clients, executives and their families. He partners with members of the broader client team and specialists within the Private Bank to meet the specific client needs, including over seeing the professional administration of their trust and investment accounts.

In addition to the aforementioned responsibilities, he plays a vital role in building relationships with clients and all generations of their families.

Born and raised in Durham, North Carolina, Patrick has several years of experience in the fiduciary services space within the Private Bank. He graduated with honors from Campbell University in 2015 and received degrees in PGA Golf Management and Trust and Wealth Management, as well as a Master of Business Administration.

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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

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.