Christopher (Chris) L Woolley

Senior Vice President, Private Client Advisor

Professional Profile

Chris Woolley is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management.  He is responsible for leading one of U.S. Trust’s Charlotte-based client teams.  Chris directs the strategic planning and tactical execution for his team’s high net worth and ultra high net worth clients. The timely delivery of U.S. Trust’s and Bank of America’s client focused resources is key to Chris’ role.

Chris has over 40 years of experience at Bank of America, commencing his career in 1977 at predecessor, NCNB.  He had senior roles in Credit Training and Commercial Banking, both in Charlotte and Orlando, over a 10 year period.  This was followed by a decade of Senior Risk Executive roles in the Global Corporate & Investment Banking business, principally approving and managing risk exposure to public company clients.  Chris then assisted in the establishment of the Structured Credit desk at Banc of America Securities which assisted clients with the use of fixed income derivatives.

Chris earned his B.S. degree from the University of Virginia’s McIntire School of Commerce, concentrating in Finance and Accounting.

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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Todd P Galeota

Private Client Manager

980.275.6712
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True Davis (True) Tang

Senior Trust Officer

980.386.5233

Leslie S. Kincheloe

Portfolio Manager

980.387.7705

Michael R Preisano

Portfolio Manager

980.386.4482
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Jennifer S Williams

Senior Trust Officer

980.386.7693

Stephanie (Steph) L Wells

Senior Trust Officer

980.386.4065

Key Contacts

Colleen Ann Marvin

980.386.8310

Jennifer L Nygaard

980.386.3564

Rafael S Altmayer

980.386.0363

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.