Edie Castor is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, based in suburban Philadelphia. As the “hub of the wheel” for a team of skilled professionals across the Private Bank, she connects individuals and multigenerational families with an extensive array of resources and capabilities for managing the intricacies of significant wealth. Edie is dedicated to the highest levels of service and precision in delivering strategies and services for the many facets of clients’ financial lives, from tax-sensitive investment management to philanthropy, gifting, and trust and estate planning.
Throughout her career, Edie has been especially attentive to the needs of women who create or inherit wealth. She is committed to helping them navigate the transitions that may affect their financial lives, from retirement to divorce or the death of a spouse. Edie strives to create an environment where clients feel comfortable discussing sensitive issues. She listens carefully to discern what is – and is not – being said, including whether the next generations are prepared to take on the responsibilities of wealth. Then, she helps clients align their wealth management strategies with the issues that concern them most.
Prior to joining the Private Bank in 2025, Edie was a Senior Relationship Strategist at PNC Private Bank. Earlier, she was a Financial Advisor at PNC Investments, Morgan Stanley, and UBS. She started her financial career in the insurance industry. Edie earned a Bachelor of Arts degree in history and economics at Wake Forest University.
Edie’s family has deep roots in the Philadelphia region. An avid golfer, she has played the sport at a high level since college. She enjoys raising Labrador Retrievers and is a founding member of the Keystone Labrador Retriever Club.
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 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 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.