ANNETTE MUSA

Senior Vice President, Private Client Advisor

Professional Profile

Annette Musa is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. She provides clients with guidance on the many aspects of their financial lives. Annette is part of a team that provides guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services. Advisors strive to help you manage your financial and legacy complexities by collaborating with an array of professionals who use their areas of knowledge to deepen their understanding of your needs and help you pursue your goals and aspirations. Working together, we look forward to provide an integrated wealth strategy tailored to you. When appropriate, our team approach enables us to work in coordination with the professionals with whom you are already familiar.

Annette has worked in the financial services industry for almost 30 years.  An active member of her community she has served on several boards including, Fresh Start Women’s Foundation, Feeding Matters, The Phoenix Art Museum and the Tyrann Mathieu Foundation.

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

Tim Polson

Private Client Manager

480.624.0658

David M Wentland

Portfolio Manager

480.624.0637

Sarah L. Giles

Senior Trust Officer

480.624.0366

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

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.