FINANCIAL

Whether your financial needs are raising capital or planning for your employees’ retirements, let us find you the most effective solutions.

  • US Trust
  • U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

    U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,000 professionals and maintains 140 offices in 32 states.

    As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.

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  • Contact

    Kevin Hilderman
    Senior Vice President
    Private Client Advisor
    619.515.5676
    kevin.hilderman@ustrust.com

    Nicole Coxsey
    Senior Vice President
    Private Client Manager
    619.515.5612
    nicole.coxsey@ustrust.com

    450 B Street, 20th Floor
    CA0-103-20-01
    San Diego, CA 92101

    pages.ustrust.com/DanPalmer


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