765 Seagate Drive
Naples, FL 34103
Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fort Lauderdale, FL 33301-2230
Kevin Quinn is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Naples, Florida. Kevin works closely with high net worth individuals and families, endowments and foundations to create integrated strategies and deliver specialized services that seek to address specific wealth management needs.
As the leader of a client’s U.S. Trust® team, Kevin orchestrates customized initiatives that harness the extensive capabilities of U.S. Trust, providing a suite of services that reflects each client’s unique priorities. He delivers the knowledge and insight of a dedicated team of local U.S. Trust® professionals who specialize in wealth structuring, investment management, trust and estate planning services, structured lending and specialty asset management. Kevin looks to serve as a strategic advisor by streamlining complexity, uncovering possible inefficiencies, and offering a balanced assessment of options including liquidity event strategies, multi-generational wealth transfers, philanthropic strategies and estate administration.
Prior to joining U.S. Trust, Kevin spent more than two decades on Wall Street, providing tailored investment offerings and financial strategies to individuals and institutions. He brings extensive knowledge of both assets and liabilities, as well as corporate transactions such as mergers and acquisitions. Previously, he served as an Executive Director at J.P. Morgan in New York. His experience also includes tenures with Deutsche Bank Securities, where he was a Director, and Citigroup Global Markets, also as a Director.
Kevin earned his undergraduate degree in Accounting from Fairfield University.
Kevin lives in Naples and is active in the community. He supports a number of local charitable organizations as well as Habitat for
Humanity International. An avid marathoner and half-marathoner, he competes in races throughout the United States.
U.S. Trust has been helping generations of families manage wealth for more than 200 years. We are dedicated to guiding clients in helping to meet their unique needs through an integrated team approach.
Your U.S. Trust® advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.
You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.
At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future.
It is not just about managing your wealth, it is also about managing your worth.
LEARN MORE ABOUT MY TEAM*
*These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change.