Anna Diaz

Senior Vice President, Private Client Advisor

Professional Profile

Anna Diaz is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in San Diego. Anna works closely with high-net-worth individuals, families, and institutions to assess financial needs, design in-depth strategies to help respond to those needs, and direct careful implementation. She promotes a vibrant exchange of ideas and best practices, providing clients with the context they may need to help each client make informed financial decisions. Anna relishes the opportunity to help institutions engage more fully in desired missions. As she works with families, she helps distill what is most important to each client as clients seek to grow, preserve and transfer wealth.
 
Anna joined Bank of America in 1997, assuming increasing responsibilities over the course of her career. She has worked in the banks private wealth management division since 2001, and has led a team of U.S. Trust® specialists since 2007. Experienced in multiple wealth disciplines, Anna spearheads analysis of both sides of a client’s balance sheet to help identify gaps and explore potential efficiencies.

Anna earned her B.S. in Financial Services from San Diego State University and completed the Executive program in Investment Management at the Wharton School at the University of Pennsylvania. She also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. 

Anna is an active member in philanthropic and community organizations in the greater San Diego region as both an advisor and a volunteer. She is also on the board of the New Children's Museum.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Dawne Clark

Portfolio Manager

619.515.5634

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Jacqueline L Parks

Wealth Strategies Advisor

609.580.4116

Thomas M Fink

Senior Trust Officer

619.515.5639
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Jimmy Sanchez

Market Investment Executive

949.760.2972

Key Contacts

Amy Churchwell

619.515.5603

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.