David P Moss

Managing Director - US Trust, Private Client Advisor

Professional Profile

David Moss is a Managing Director and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management for Southwest Washington. He is responsible for identifying client needs, providing guidance and coordinating with the appropriate professionals within U.S. Trust and across Bank of America and its affiliates to support clients’ overall wealth management strategy and multi-generational planning needs as well as investment management, trust and estate planning services, liquidity services, and philanthropic interests.

David joined Bank of America in 1991 as part of the Management Trainee program and held a variety of positions in the Consumer Bank before moving to Private Wealth Management, an area he has been working in for nearly two decades. Prior to assuming his current role as a Private Client Advisor, David was a Sr. Credit underwriter in the Private Bank.

David has served as the Bank's Market President for Southwest Washington and has also on the local Bank of America Foundation Board. A Camas, Washington, resident, David has volunteered with Habitat for Humanity, Boys and Girls Club of SW Washington, and the Camas Farmers Market.

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

Tami M Olsen

Private Client Manager

503.795.6432

Curry A Garvin

Portfolio Manager

503.795.6384

Marcia L Jory

Senior Trust Officer

503.795.6407

Justin Rolfe

Portfolio Manager

206.358.0465

David K Reiter

Private Client Manager

360.258.8018

Jennette duCloo

Market Investment Executive

503.795.6512

Alicia G. Bennett

Portfolio Manager

425.467.9774

Key Contacts

Sarah J Howard

360.258.8058

Miranda B Kurth

360.258.8020

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.