Dr. Carla Reynolds Ed.D.

Senior Vice President | Learning Manager Merrill Lynch Financial Advisor Development Program Bank of America

Dr. CARLA V. REYNOLDS, Ed.D, is the Learning Manager for Merrill Lynch Wealth Management National Financial Advisor Development Program (FADP). She is responsible for the skill development and performance readiness of FADP Leadership roles as well as Merrill Lynch advisors in roles including Summer Analyst Program, Associate FADP, FADP, and Accelerated Growth Program. 

Carla is a graduate of California State University, Fullerton, with a Bachelor of Arts in International Business and a Master of Business Administration. She earned her Doctor of Education degree in Organizational Leadership from Pepperdine University. She obtained her Series 7, 66, 24, 4, 3, and 53 FINRA registrations and her California Insurance (Life Agent) license. 

Carla lives in San Francisco, California, with her husband, Sam; daughter, Viviana; and son, Enzo.  A former Division One collegiate tennis player, Carla still likes to hit the courts.  She speaks fluent Spanish, and in keeping with her Hispanic heritage, instills interest in other cultures, enjoys traveling and international cuisine.

Day One: Sunday, February 23, 2020

Sunday, February 23rd, 2020

1:50 PM Leveraging Leadership and Learning through a Major Transformation

Bank of America has a long standing history of producing world-class Wealth Management Advisors. Strategic demands for accelerated growth, engagement, retention, culture and conduct require us to continually drive for improvement and expansion of our employee development capabilities. We will explore how the learning team played the role of strategic business partner; resulting in the ability to take actions toward:

  • Defining our company culture, governance structure, and operating model for Advisors
  • Coaching and upskilling frontline managers to describe the value of the change and conduct difficult conversations about the restructure
  • Building strong relationships across cross functional teams to maintain and sustain the change

Check out the incredible speaker line-up to see who will be joining Carla.

Download The Latest Agenda