Dana L Lopez

Vice President, Private Client Advisor

Professional Profile

Dana Lopez is a Vice President and Private Client Advisor with U.S. Trust in Washington, D.C. Dana works closely with high net worth individuals, families, business owners, associations, foundations, and endowments to develop detailed financial strategies to advance their long-term goals.  She not only devises cohesive initiatives, but oversees their implementation, leading a team of U.S. Trust® specialists with detailed knowledge of investment management, trust and estate planning services, credit, philanthropy, and nonprofit solutions.

Prior to joining U.S. Trust, she was in Consumer and Business Banking with Bank of America, Wells Fargo and American General Financial Services.  Dana earned her B.S. from Goldey-Beacom College in Wilmington, Delaware, where she graduated Magna Cum Laude with a double major in Finance and Marketing.

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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


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.