Casey M Smith

Vice President, Private Client Advisor

Professional Profile

Casey is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management.  In this role, he is responsible for connecting high net worth individuals and institutions to strategies that accomplish their financial goals through advice and guidance. His client-centered approach guides investors through a broad range of investment, wealth structuring, and specialized credit and banking services-delivering a boutique experience within an extensive suite.

Casey graduated with a BBA in Small Business and Entrepenuership from the College of Saint Rose in Albany, New York. Casey has spent the early part of his career in Commercial Banking for Bank of America and has worked with companies from start up to sale. Casey has always had a knack for working with business owners and now leverages the US Trust platform to bring a higher level of resources to businesses and families throught the Southeast.  Casey Currently serves as Chairman of the Young Professionals board at the Charlotte City Club and a mentor for several companies through QC Fintech.

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

David L Miller

Private Client Manager

980.386.0774

Timothy (Tim) J Herbst

Divisional Wealth Strategies Executive

980.387.0457

Stephanie (Steph) L Wells

Senior Trust Officer

980.386.4065

Key Contacts

Emily D Martin

980.386.9490

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.