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.
Patrick Carter, CTFA, is a Vice President and Trust Officer with Bank of America Private Bank in Charlotte, North Carolina. In this role, Patrick provides trust, estate and wealth transfer planning advice to high-net-worth clients, corporate executives and their families. Patrick partners with members of the broader client team and specialists within the Private Bank to meet specific client
needs, and as necessary oversees the professional administration of clients’ trust and investment accounts. Patrick plays a vital role in building relationships with clients, and establishes multi-generational ties within their families.
Patrick joined Bank of America Private Bank (formerly U.S. Trust) in 2015. Patrick has over eight years of quality experience executing the fiduciary services offered by the Private Bank. Born and raised in Durham, North Carolina, Patrick is an honors graduate of Campbell University, where he received degrees in trust and wealth management and PGA golf management, as well as a master of Business Administration. During his free time, Patrick enjoys watching his beloved North Carolina Tar Heels and Carolina Panthers, as well as playing golf.
Patrick holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
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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.