Alexandra Yawn

Vice President, Private Client Associate

Professional Profile

Alexandra is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. She works with high net-worth individuals and families to identify needs, provide guidance, and deliver customized solutions to help preserve, grow and transfer wealth across generations. Through her team’s holistic approach, she helps clients tackle their more pressing financial concerns by showing them the highest quality investments, introducing them to the best practice usage of trusts to protect their assets and provide for future generations, and giving them ongoing excellence in service.

Alexandra has five years of financial services experience. Prior to her current role, Alexandra worked with the portfolio management team at U.S. Trust providing integrated investment advice to clients and optimized portfolio allocations based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals. She also covered several sub-sectors for U.S. Trust’s internal REIT Income Strategy, providing analysis and delivering portfolio trade recommendations. She earned her Bachelor of Business Administration degree in Finance from the University of Georgia.

She lives in Atlanta, GA and serves as Chair of Atlanta Women in Alternatives. She is also actively involved with the Juvenile Diabetes Research Foundation (JDRF).

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.