David A Rea

Vice President, Private Client Associate

Professional Profile

David is a Vice President and Private Client Associate with U.S. Trust, Bank of America Private Wealth Management. He works closely with High & Ultra-High Net Worth individuals, families and philanthropic institutions, devising tailored wealth strategies that align with their specific needs and long-term goals. He selects and leads a team of U.S. Trust specialists, coordinating cohesive initiatives designed to streamline and advance multiple areas of wealth management: Credit, Investment Management, Trust and Estate Planning Services, Philanthropy, and Family Office Services.

David takes a consultative approach and embraces the immense value of listening. Placing clients’ interests first, he engages in thoughtful ongoing dialogues to continually anticipate ever changing needs. Delivering a personalized boutique service experience with seamless access to the immense resources of U.S. Trust, David remains keenly attuned to each client’s personal, professional, and philanthropic interests, providing them the resources they need to pursue and preserve their unique legacy.

David lives in Savannah where he is a member of the Bank’s local Market President Leadership team and serves on the Bank’s local Community Foundation committee. He also serves on the board for Junior Achievement and is a member of the Savannah Bar Association, Chatham Club and Telfair Museums' Director's Circle.

Prior to joining U.S. Trust, David was a Wealth Planning Analyst at UBS, a Financial Advisor at Merrill Lynch and practiced law in Charlotte, NC. He graduated from the University of Central Florida with Bachelor of Science Degrees in Psychology & Legal Studies and earned his Juris Doctor from Wake Forest University School of Law. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP BOARD and the Accredited Wealth Management Advisor℠ designation from the College for Financial Planning.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*The College for Financial Planning owns the certification marks AWMA® and Accredited Wealth Management Advisor℠ in the U.S.

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

Samuel Mark (Mark) Munn

Private Client Manager

843.579.5501

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.