Carl Blain is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, in Las Vegas, Nevada. In his role, Carl provides highly personalized service to high-net-worth individuals and families by understanding their goals and helping them implement and develop wealth transfer strategies to help carry out their estate plans. Carl develops long-term relationships with clients, by providing them with the knowledge and confidence they need to enact and revise their estate plans in light of changing priorities and objectives.
With over a decade of experience, Carl is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration, and will engage other Bank of America Private Bank specialists to assist, as appropriate. Helping individuals and families achieve what they value the most, like creating legacy for future generations or transferring wealth in a tax-efficient manner, is Carl's ultimate goal as Senior Trust Officer.
Prior to joining Bank of America Private Bank in 2020, Carl worked as a Senior Trust Officer at U.S. Bank and as a Fiduciary Relationship Specialist at Wells Fargo Bank, N.A. His professional background includes specializing in various aspects of trust and wealth management including financial planning, trust administration, and relationship management.
Carl earned a Bachelor of Business Administration degree in Trust and Wealth Management, with a minor in financial planning, from Campbell University. He holds a Masters of Business Administration degree from Roseman University and Masters of Science in Taxation degree from William Howard Taft University. Carl holds the CERTIFIED FINANCIAL PLANNER® certification. He also holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Carl currently serves as a CFP® mentor under the CFP® Board Mentor Program and a is member of the CFP® Scholarship Review Panel. He is also a member of the Southern Nevada Estate Planning Council.
When he is not at work, he enjoys spending time with his family, cooking, traveling, hiking, and attending sporting events.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.