Bank of America Private Client Advisor Carolyn L Westerberg 55 Railroad Avenue, Greenwich, CT 06830

Bank of America Private Client Advisor Carolyn L Westerberg, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution specializing in serving high- and ultra-high-net-worth individuals and families. Carolyn Westerberg, Managing Director, works with a team of specialists to create tailored wealth management strategies in various disciplines such as credit and banking, investment management, trust and estate planning, and wealth transfer. With a background in the arts, Carolyn also advises clients on managing art assets and consults with multi-generational families on philanthropic giving and long-term planning.

The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's unique needs and goals before creating strategies to meet them both now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth by offering personalized approaches and utilizing the resources of Bank of America.

As a client of Bank of America Private Bank, you can expect disciplined financial strategies, innovative solutions, and a commitment to making your financial goals a top priority. While investing involves risk, the team at Bank of America Private Bank strives to help clients anticipate and respond to evolving markets and changing environments. It's important to note that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice, so clients should consult their own advisors before making financial decisions.

Overall, Bank of America Private Client Advisor Carolyn L Westerberg and her team are dedicated to helping clients preserve and grow their wealth, build philanthropic legacies, and plan for the future. By combining personalized service with innovative solutions, they aim to provide clients with the tools and strategies needed to achieve their financial objectives.