Yolanda D McLeod Terry

Senior Vice President, Private Client Manager

Professional Profile

Yolanda McLeod Terry joined Bank of America Private Bank (formerly U.S. Trust) in 2016.  She has been in the financial services industry for over 19 years.  Her banking career has been predominantly in Private Banking and Wealth Management, with a solid foundation in commercial and real estate lending for high net worth individuals and families.  As a Private Client Manager, Yolanda is the primary point of contact for existing clients.  Yolanda's main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Private Bank's platform of extensive resources to support each client's overall wealth strategy.  While developing new client relationships and helping ensure a  professional and personal client experience, Yolanda is also responsible for assisting clients with strategic banking and credit, as well as daily liquidity and service needs. She is an honors graduate from the University of Central Florida with a Bachelor of Science degree in Finance and a Masters in Business Administration.

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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.