Carolyn Vertovec

Senior Vice President, Private Client Advisor

Professional Profile

Carolyn Vertovec, CFP© is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Kansas City. Carolyn works closely with high net worth families and business owners to discern their goals, streamline their financial lives, and capitalize on the range of resources and opportunities at their disposal. Committed to intensive service, Carolyn is inspired by a simple precept: treat others as you would like to be treated. She offers extensive experience in long-term planning, trust and estate planning services, cash-flow and liquidity analysis, and complex credit transactions.

As the key point of client contact, Carolyn develops close relationships with the families she serves, sensitive to their evolving needs and priorities. She works in concert with a team of locally-based specialists, each of whom brings in-depth insight in a particular area, from risk assessment and portfolio management, to next-generation stewardship and values-based philanthropy. Together, they advance customized strategies designed to grow, preserve, and transfer wealth effectively.

Carolyn began her financial services career at Merrill Lynch in 2006 after a successful career in nonprofit fund development in Washington, D.C. She worked as a Financial Solutions Advisor prior to joining U.S. Trust in 2015. A graduate of the University of Missouri, she holds the CERTIFIED FINANCIAL PLANNER™ certification.

Carolyn regularly volunteers with Bank of America’s community initiatives and is active with the Women’s Employment Network of Kansas City, Northland Hospice, and Mobility Matters, a nonprofit organization that supports the disabled in third-world countries. In addition, she is a member of several Employee Network groups, including LEAD for Women; The Military Support & Assistance Group; Inter-Generational Employee Network; and the Parents & Caregivers Network.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

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Eric A Huntley

Private Client Manager

816.292.4348

Daniel (D. Scott) S Simmons

Portfolio Manager

816.292.4353
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Austin J Keiser

Trust Officer

816.292.4387

Jeffrey D Keiser

Wealth Strategies Advisor

314.466.4415
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Casey Hoffman

Trust Officer

816.292.4378

Andrew H Parish

Portfolio Manager

816.292.4325
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Mark E Kessinger

Portfolio Manager

314.466.3484

Key Contacts

Shaun R Middaugh

816.292.4358

Let's Have A Conversation

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

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.