Dean A Lammert

Managing Director - US Trust, Private Client Advisor

Professional Profile

Dean Lammert is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in San Antonio, Texas. Dean works with private business owners, entrepreneurs, executives, high net worth families and philanthropic institutions to define, pursue and integrate their financial priorities.  Dean began his wealth management career in 1984, giving him experience and insight into the wealth management needs of high net worth families.  He and his team focus on addressing the complexity that can accompany significant wealth, helping clients enact cohesive and thoughtful strategies that leverage the breadth of offerings at U.S. Trust.

Dean’s longevity at U.S. Trust helps him to marshal resources effectively.  He is skilled in implementing strategy and tactics for a range of wealth management needs: investment management, trust and estate planning services, wealth transfer, customized lending and philanthropy.  Based locally in San Antonio, Dean is attuned to the economic conditions that impact area clients; his proximity enables him to interact with clients frequently, not only for formal meetings, but also for the regular exchange of ideas.  This proximity also facilitates responsiveness. Dean and his team look to be the first line of contact for clients whenever they have questions or concerns.

Dean holds a B.B.A. in Finance from Texas A&M University-Kingsville.  He was previously a member of the Golf San Antonio Board and a former member of the Incarnate Word Development Board.

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

Margaret (Peggy) W Walker

Private Client Manager

210.270.5528

Timothy (Tim) A Clark

Wealth Strategies Advisor

512.397.2571

Max Goodrich

Portfolio Manager

210.270.5590

Brian J Taylor

Private Client Manager

210.270.5438

Dennis R Campbell

Senior Trust Officer

210.270.5103

Julie A Crockett

Senior Trust Officer

210.270.5325

Bernic (David) David Flora

Portfolio Manager

210.270.5591

Key Contacts

Stacey A Hart

210.270.5316

Renee R Melton

210.270.5462

Michael Anthony Barbola

210.270.5061

Maria G Harris

210.270.5315

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.