Carl Haag is a Senior Vice President, Private Client Advisor in Conshohocken, Pennsylvania. As a seasoned relationship manager, Carl works with a select group of high-net-worth and ultra-high-net-worth clients to help them integrate and advance their financial goals. Supported by a local team that offers in-depth experience, Carl helps to provide strategic guidance for: investment management, intergenerational wealth transfer, business owner succession, tax minimization, philanthropic objectives, and lending solutions.Carl holds a Sports & Entertainment Accredited Wealth Management Advisor™ designation.Prior to joining the Private Bank, Carl served as Senior Vice President, Bank of America Business Banking Manager for the Philadelphia/Delaware region. He managed a team of 14 local bankers who served as trusted advisors for business clients, providing a consultative approach to their business priorities, helping them increase cash flow, make banking more convenient, and providing services for their employees. Carl joined Bank of America in Philadelphia in 2011 and served as Senior Small Business banker for the Bucks County market. Carl graduated from Pennsylvania State University with a B.S. degree in management and marketing. Carl resides in Bucks County with his wife and four daughters. He is an avid Philadelphia sports fan and enjoys spending time with his family. Carl volunteers on the Bucks County Resource Development Committee for Habitat for Humanity.
Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.