Casey Hoffman

Senior Vice President, Private Client Advisor

Professional Profile

Casey Hoffman is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Kansas City. Casey provides tailored advice and guidance to business owners, entrepreneurs, and multi-generational families, helping them deploy their wealth with purpose and care.

A born problem-solver, Casey begins each relationship by discussing each client’s concerns, goals, and long-term aspirations. He then delineates a clear path forward, striving to simplify complexity and enhance clarity. He applies his own insight and experience, as well as the knowledge and acumen of locally based specialists. Together, they design integrated initiatives in investment management, specialty asset management, trust and estate planning services, business succession strategies, wealth structuring, banking, and philanthropy.

A Kansas native, Casey grew up on his family’s farm before pursuing his career in financial services. He prides himself on his reliability and accessibility, connecting to clients about the issues that matter most to them, their families, and their businesses.  He is particularly adept in diversification strategies, wealth structuring, long-term planning, and tax-sensitive investing.*

Casey joined U.S. Trust in 2017, serving as a Trust Officer prior to becoming a Private Client Advisor. Previously, he was a Trust Officer with Bennington State Bank in Central Kansas, a role he held for more than six years. His experience also includes several years as an independent Financial Advisor. He began his financial services career in 1994.

Casey earned his Bachelor of Science degree in Business Administration from Kansas State University. He also holds the Certified Trust and Financial Advisor (CTFA) designation.

Certified Trust and Financial Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.

*In his role at U.S. Trust, Casey does not provide tax advice.

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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.