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Casey M Smith

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Casey M Smith

Private Client Advisor, Senior Vice President | Bank of America Private Bank

North Carolina, Charlotte, United States

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Casey M Smith

Summary

Casey M Smith is a seasoned Managing Director and Private Client Advisor at Bank of America Private Bank in Charlotte, North Carolina, where he specializes in serving Athletes, Entertainers, and Entrepreneurs, particularly those who are first-generation wealth creators. With a career spanning over a decade at Bank of America, he has accumulated extensive experience in retail and commercial banking, as well as home financing. Casey is a graduate of The College of Saint Rose, holding a B.B.A. in small business and entrepreneurship. He is actively involved in community service, serving on the board of the McColl Center and mentoring for the Cherie Blair Foundation. Additionally, he co-chairs the Hispanic and Latino Council at Bank of America and participates in the CBI 40 under 40 Leadership Development Program. Outside of work, he enjoys life in South End with his wife and their sociable Pitbull, Kilo.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Industry-specific interests

Organisational experience

Corporate Experience

Casey M Smith

Work Experience

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Managing Director at

Bank of America Private Bank

February 2025 - Present

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Casey M Smith

Education

The College of Saint Rose, Bachelor's Degree

January 2006 - January 2009

Frequently Asked Questions about Casey M Smith

What is Casey M Smith email address?

Casey M Smith's primary email address is *************@bofa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Casey M Smith work for?

Casey M Smith is a Private Client Advisor, Senior Vice President at Bank of America Private Bank.

Where Casey M Smith graduated from?

Casey M Smith holds a degree in null from The College of Saint Rose.

How can I directly contact Casey M Smith?

To contact Casey M Smith directly, you can use the email address *************@bofa.com. Complete contact information is available upon registration with Muraena.

Who is Casey M Smith?

Casey M Smith is a seasoned Managing Director and Private Client Advisor at Bank of America Private Bank in Charlotte, North Carolina, where he specializes in serving Athletes, Entertainers, and Entrepreneurs, particularly those who are first-generation wealth creators. With a career spanning over a decade at Bank of America, he has accumulated extensive experience in retail and commercial banking, as well as home financing. Casey is a graduate of The College of Saint Rose, holding a B.B.A. in small business and entrepreneurship. He is actively involved in community service, serving on the board of the McColl Center and mentoring for the Cherie Blair Foundation. Additionally, he co-chairs the Hispanic and Latino Council at Bank of America and participates in the CBI 40 under 40 Leadership Development Program. Outside of work, he enjoys life in South End with his wife and their sociable Pitbull, Kilo.

Casey`s contact details

mail

*************@bofa.com

******@pursuitlending.com

***********@bankofamerica.com

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