Yolanda D McLeod Terry

Senior Vice President, Private Client Advisor

Professional Profile

Yolanda McLeod Terry is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in Winter Park, Florida. She works with a diverse group of ultra-high-net-worth clients, focusing on multigenerational families and business owners. Yolanda seeks to cultivate close personal and professional relationships grounded in a deep understanding of each client’s financial goals and values. She brings together a team of qualified professionals across the Private Bank to help clients create customized strategies for managing complex wealth. This coordinated approach may include strategies for investment management and philanthropy, next-generation wealth education, trust and estate planning services, and credit and lending solutions.

Prior to joining the Private Bank (formerly U.S. Trust) in 2016, Yolanda was a private bank portfolio manager and an ultra-high-net-worth credit advisor at SunTrust. Her experience includes a strong foundation in commercial and real estate lending. She began her financial career after graduating with honors from the University of Central Florida, where she earned both a B.S. degree in finance and an M.B.A. degree.

Deeply interested in women’s issues, Yolanda is a member of the American Heart Association Circle of Red and a board member of WOW Legacy Group Inc. She is also passionate about diversity & inclusion and financial empowerment for women. Yolanda is active with Bank of America’s Black Executive Leadership Council, Central Florida Black Professionals, and LEAD for Women. She also serves as a mentor and role model for young people of color, seeking to remove the perception of roadblocks to career success.

ORGANIZATIONS

  • American Heart Association - Circle of Red
  • WOW Legacy Group, Inc. - Board Member

EDUCATION

  • University of Central Florida

LANGUAGES

  • English

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.