Daniel G Paris

Senior Vice President, Private Client Advisor

Professional Profile

Daniel Paris is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Boston. Dan works closely with high and ultra-high net worth individuals and families to define and pursue the financial goals and priorities that are important to them.   He has particular depth in serving senior executives and entrepreneurs, private company business owners, and private equity principals. 

Dan leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, including traditional, alternative, and specialty asset management; trust and estate planning services, liquidity-event strategies, sophisticated lending, such as aircraft, marine, fine art and real estate finance; wealth transfer strategies; planned giving and philanthropy. As the key point of contact, Dan provides coordinations of the U.S. Trust team to deliver an engaging client experience.

Prior to joining U.S. Trust, Dan served as Private Wealth Advisor at Citizens Private Wealth Management helping give him experience and insight into the wealth management needs of high net worth individuals and families. 

Daniel Paris is a graduate of University of Vermont with a Bachelor of Science degree in Political Science. Daniel is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.  

Dan is active in the community, he belongs to the Boston Estate Planning Council and The Boston College Club.  Dan lives in Medfield, MA with his wife and children. 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.



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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.