William (Bill) R Schroeder

Senior Vice President, Private Client Advisor

Professional Profile

Bill Schroeder is a Senior Vice President and Private Client Advisor of U.S. Trust, Bank of America Private Wealth Management in Southwest Florida. He has been in private wealth management since 2005, in addition to commercial and retail banking with Bank of America since 1978. Bill and his local U.S. Trust® team have the privilege of working closely with high net worth individuals and their families, including retired professionals and active business owners. They help their clients pursue their financial and philanthropic goals by providing personal and integrated guidance with wealth management, trust, and liquidity event planning. The team seeks to deliver the resources and broad capabilities of U.S. Trust when customizing specific individual strategies, utilizing customized investment management, credit structuring, and general banking resources. Integrating U.S. Trust’s Family Wealth Services enables them to deliver strategies to wide-ranging issues their clients and families face today, including estate settlement, services for individual trustees, Delaware Trusts capabilities, wealth planning for women, and multi generational wealth transfer strategies.


Bill has been actively serving in his Southwest Florida community since 1969, with current  commitments including the Horizon Council, Healthy Lee, The Speakers Assembly of Southwest Florida, Chamber of Commerce, United Way, and his local church.

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

Denise M Heersema

Private Client Manager

239.390.4844

Edward C. Casaletto

Portfolio Manager

239.254.3210

Mark T Milford

Senior Trust Officer

239.254.3205

Samuel Munn

Senior Trust Officer

239.390.4842

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Antonino S Rossitto

Portfolio Manager

239.254.3222

Key Contacts

Barbara A Ballantine

239.390.4846

Elizabeth (Liz) M Semmerling

941.951.4119

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.