Yolanda McLeod Terry

WORK HISTORY

EDUCATION

SKILLS

ABOUT YOLANDA MCLEOD TERRY

Yolanda McLeod Terry is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in Orlando, Florida. She works with a diverse group of ultra-high-net-worth clients, focusing on multigenerational families. Yolanda seeks to cultivate close personal and professional relationships grounded in a deep understanding of each client\'s financial goals and values. She brings together a team of skilled professionals across the Private Bank to help clients create customized strategies for managing complex wealth. This coordinated approach may include strategies for investment management and philanthropy, next-generation wealth education, trust and estate planning services, and credit and lending solutions. Prior to joining the Private Bank (formerly U.S. Trust) in 2016, Yolanda was in Private Wealth Management as an Ultra-High-Net-Worth (UHNW) and Legal/Medical Credit Advisor at SunTrust. Her experience includes a strong foundation in specialty asset, commercial and real estate lending. She began her financial career after graduating with honors from the University of Central Florida, where she earned both a B.S. degree in Finance and an MBA degree. Yolanda was elected to the board of directors at Second Harvest Food Bank of Central Florida in 2023, serving on its governance and real estate committees. Deeply interested in women\'s health issues, Yolanda serves on the board of the Bank\'s local Employee Network -LEAD for Women, was former Board Chair of nonprofit WOW Legacy Group Inc, and was a member of the American Heart Association Circle of Red. She is also passionate about diversity & inclusion and financial empowerment. Yolanda is active with Bank of America\'s Black Executive Leadership Council, Black Professionals Group, and Central Florida Community Volunteers. She also serves as a mentor and role model for young people of color, seeking to remove the perception of roadblocks to career success.