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Carlos Alarcon
Wealth Strategies Advisor at U.S. Trust, Bank of America Private Wealth Management
Carlos Alarcon serves as the Wealth Strategy Market Director at Bank of America Private Bank. He has a robust background in wealth management, having previously held roles such as Wealth Strategies Advisor and Associate Wealth Strategies Advisor. His expertise lies in providing customized financial solutions tailored to meet the diverse needs of high-net-worth clients.12
In addition to his professional responsibilities, Alarcon is actively involved in discussions around estate planning, particularly focusing on the Latino community. He has participated in initiatives that emphasize the importance of creating essential estate planning documents, such as wills and powers of attorney, to safeguard assets for families.1 His insights on estate planning highlight the legal protections available to spouses regarding inheritance rights, which can vary by state law.1
Alarcon's educational background and professional experience contribute to his role at Bank of America, where he leverages a wealth of knowledge to guide clients through complex financial landscapes.
