David A Prichard

Senior Vice President, Private Client Advisor

Professional Profile

David Prichard is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. He has been part of Santa Barbara’s wealth management industry for over 30 years and has worked for Bank of America for more than 20 years. He provides financial guidance, customized lending, and private banking to high-net-worth customers in Santa Barbara and San Luis Obispo counties.

David holds the Certified Trust and Financial Advisor (CTFA) which is sponsored by the ABA Institute of Certified Bankers. David also works with public charities and private foundations to deliver the Philanthropic Solutions of U.S. Trust. He received his B.A. in business economics from UC Santa Barbara. David is a member of the Santa Barbara Estate Planning Council and the Premier Professionals of Santa Barbara and serves on the boards of the Unity Shoppe and the United Way.

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

Austyn L Shepherd

Private Client Manager

805.957.4426

David L Bigger

Senior Trust Officer

805.557.3712

Graham K Bell

Portfolio Manager

805.957.4423

Key Contacts

Eve M Ortiz

805.957.4430

Robert (Tony) A Di Sette

805.957.4428

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.