Rosalind M. Taylor

Rosalind M. Taylor

Senior Vice President, Private Client Manager

Professional Profile

Rosalind Taylor is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Charlotte, North Carolina. In working with high-net-worth clients and their families, Rosalind serves as a primary point of contact in assisting clients with their strategic banking, liquidity and credit needs. She is focused on being thorough and responsive to all requests and believes that a transaction isn’t complete until the client is completely satisfied  She  remains vigilant and proactive, post-transaction, to help ensure all needs are addressed.

Rosalind strives to build strong working relationships with clients, getting to know what’s important to them in the short term, as well as their priorities for their future. She is committed to helping clients pursue their most challenging goals and actively works with the bank’s team of wealth strategists, portfolio managers and trust specialists in areas such as estate planning, tax-minimization strategies, customized trusts and concentrated stock. She works with multi-generational families and is committed to playing an active role in their evolving financial lives. The help she can offer them is broad-based and may include tailored analysis and strategies to help fund their lifestyle, finance their education or a first home, as well as pursuing any entrepreneurial endeavors they may have.

Rosalind is a graduate of Auburn University with a Bachelor’s of Science in Business Administration, with an emphasis in Finance.  She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.*

Active in her community, Rosalind is a Heart Math Tutor and past Board Member for the Children’s Theatre of Charlotte.  She also completed the inaugural Arts and Science Council’s Cultural Leadership Training Program.

Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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.