David A Rea

Vice President, Private Client Associate

Professional Profile

David is a Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting High & Ultra-High Net Worth individuals and institutions to solutions that can help them reach their financial goals. In doing so, David leads a team of highly skilled professionals delivering the client experience of a boutique-like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings throughout the Georgia Coastal Empire & Low Country.

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

Prior to joining U.S. Trust, Bank of America Private Wealth Management, David was a Wealth Planning Analyst at UBS, a Financial Advisor at Merrill Lynch and practiced law in Charlotte, NC.

David graduated from the University of Central Florida with Bachelor of Science Degrees in both Psychology & Legal Studies and earned his Juris Doctor from Wake Forest University School of Law. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP BOARD and the Accredited Wealth Management Advisor℠ (AWMA®) designation from the College for Financial Planning. While David does not practice law in his current role with the Bank, he does hold and maintain his North Carolina Bar License.

*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.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

*The College for Financial Planning owns the certification marks AWMA® and Accredited Wealth Management Advisor℠ in the U.S.

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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.