Daniel F Thompson

Senior Vice President, Private Client Advisor

Professional Profile

Daniel Thompson is a Senior Vice President and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management. Dan takes a consultative approach when providing guidance to clients and managing relationships in all areas of wealth preservation and planning including investment strategies, trust services, custom credit solutions, philanthropy and private banking. To help ensure proper coordination of clients' personal and professional needs, Dan helps to deliver and provide vast U.S. Trust resources through a team approach while building effective relationships with personal attorneys and accountants.

With over 25 years experience in the financial services and investment management industries, Dan has held senior client advisory and executive leadership roles. Prior to joining U.S. Trust, he worked as the Director and Philadelphia Regional Manager for the Wealth and Investment Management division of Barclays, where he was responsible for the execution of wealth and investment management strategies for family offices and ultra high net worth individuals. During his career, Dan also was the Executive Director with Morgan Stanley, where he held a variety of leadership positions in the Philadelphia area.

Dan is a graduate of Hobart College where he earned his Bachelor of Arts Degree.  He is a member of the Board of Trustees for Breakthrough of Greater Philadelphia, a non-profit program that supports high potential, low income students in the Philadelphia Public School system.

Dan, his wife, Allison and their two daughters reside in Greenville, Delaware.

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

Gregory C Rau

Portfolio Manager

610.567.4715

Dennis Springer

Wealth Strategies Advisor

267.675.0135
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Isla Grant

Senior Trust Officer

610.567.4726

Brandon P Biery

Private Client Manager

302.434.6438

Key Contacts

Alicia Fantini

610.567.4733

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.