Amy S Lawrence

Vice President, Private Client Advisor

Professional Profile

Amy S. Lawrence is Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  She has managed international projects and works closely with leaders in the private, public and nonprofit sector to achieve results.  At U.S. Trust, Amy connects high net worth individuals and nonprofit institutions to strategies that pursue their financial goals.  She guides investors through three main areas - credit, investments, and estate planning - and delivers a boutique experience within a large institution.

Prior to her work with U.S. Trust, Amy served as team lead for business development for the Miami Downtown Development Authority, where she supported economic development for the agency of the City - including Miami's Hedge Fund Row and technology initiatives.  In the philanthropic sector, Amy worked at Knight Foundation to enhance grant impact for a portfolio of more than $100MM in active awards and an endowment portfolio of $450MM.

Amy has worked in Europe, the Americas, and Asia, and lives on Brickell Avenue with her husband and two Pomeranians.  She serves on the Board of the Miami Finance Forum, is the Southeast Regional Director for the Hedge Fund Association, and is a Member of the Business Development and Marketing Committee for the Miami Downtown Development Authority.  She has an MSc from the London School of Economics and a BSc from the University of Miami.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

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Stuart Beharry

Portfolio Manager

305.347.2983
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Michael J Wohlgemuth

Private Client Manager

954.765.2504

Jennifer C Erdelyi

Associate Wealth Strategist

954.765.2528
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Susan E Best

Senior Trust Officer

305.347.2907
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Edgardo (EDGAR) I Gonzalez

Portfolio Manager

954.765.2676

Let's Have A Conversation

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.