David C. Cross

Senior Vice President, Private Client Advisor

Professional Profile

David joined U.S. Trust in 2003 and has been in the financial services industry for over 30 years. In his current role David leads a team providing investment management, trust services and banking solutions to high net-worth families and foundations. David’s prior experience includes Commercial Real Estate Lending, Corporate Lending, Private Banking and 18 years in Wealth Management.

David earned a Bachelor of Science degree from Rollins College in 1985. His current involvement in the community includes the Board of Directors of both the Friends of the Mennello Museum of American Art and the American Heart Association – Greater Orlando.

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

Craig W Bethel

Wealth Strategies Advisor

321.527.7812

Samuel G Eubanks

Portfolio Manager

321.527.7822

Stacey L Cole

Senior Trust Officer

321.527.7815

Johnny M Gibson

Portfolio Manager

321.527.7825

Yolanda D McLeod Terry

Private Client Manager

321.527.7834

Key Contacts

Anissa L Osborne

321.527.7847

Tara L Pioli

321.527.7835

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.