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Kara Kobosko

Kara Kobosko

Kara Kobosko is a Bates Consulting Expert with more than 30 years of experience in the financial services industry. Kara most recently served as the South Atlantic Client Business and Management Executive for Bank of America Private Bank. In that role, Kara was responsible for facilitating and executing the Division’s business strategy to include overseeing the Client Management Executives, Client Support Teams, Human Resources, Risk, Training, Expense Management, and Facilities. She also supported the Division Executive in leading South Atlantic associates in an overall effort to serve the needs of high-net-worth individuals and families in the South Atlantic United States—which includes the District of Columbia, Maryland, North Carolina, South Carolina, Tennessee, and Virginia.  

Prior to her last role, Kara was Market Supervisor Manager at Merrill Lynch Wealth Management. As the Market Supervisor Manager, Kara oversaw the Compliance/Risk aspect of the business for more than 200 Financial Advisors and their clients in both the Charlotte, North Carolina, and South Jersey Markets. She also helped the Leadership Team in driving profitability and revenue growth for the business.

Kara previously held several leadership positions at Morgan Stanley in Pennsylvania, Boston, and Florida. She currently holds Securities and Licensing exam series 7, 63, 66, 9, and 10 as well as her Life and Health Insurance license.

Kara is a consultant and subject matter expert in these Practice Areas and Services:

Credentials

EXPERIENCE

Bank of America, Private Bank Wealth Management, Client and Business Management Executive, Senior Vice President, 2019 – 2022
Bank of America, Merrill Lynch Wealth Management, Market Supervision Manager, Vice President – Charlotte Market, 2014 –2019
Morgan Stanley, Vice President, Regional Business Support Officer - Florida, Great Lakes, and Philadelphia Regions, 2008 – 2014
Wachovia, Private Banking Wealth Management, Relationship Manager, Assistant Vice President, Middletown, DE, 2007 – 2008
Merrill Lynch, Wilmington, DE, 2001 – 2007; Financial Advisor, Assistant Vice President – DelMar Complex; Administrative Manager, Assistant Vice President – DelMar and South Jersey Complex,
held other progressive positions with Merrill Lynch prior to 2001

EDUCATION

General Principles and Investment Class, Professional Financial Planning Program, Tallahassee Community College, TN
Business Administration, Ocean County Community College, Toms River, NJ

PROFESSIONAL QUALIFICATIONS/LICENSING

FINRA Licensed – Series 7, 63, 66, 9 and 10 and Life and Health Insurance licensed

Contact Bates Group

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.