Bank of America Private Client Advisor Yolanda McLeod Terry

Bank of America Private Bank, with a legacy spanning over 200 years, specializes in providing tailored financial solutions to ultrahigh-net-worth clients, including multigenerational families and business owners. The firm emphasizes a coordinated approach, bringing together a team of professionals to develop customized strategies for managing complex wealth, investment management, philanthropy, and estate planning.

Yolanda McLeod Terry, a Senior Vice President and Private Client Advisor based in Orlando, Florida, leads efforts to cultivate strong personal and professional relationships with clients, grounded in a deep understanding of their financial goals and values. With a commitment to diversity and inclusion, she actively participates in initiatives aimed at empowering underrepresented communities and fostering financial literacy.

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