Gabriele K Bliss

Senior Vice President, Private Client Advisor

Professional Profile

Gabriele Bliss is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management with over 30 years of experience helping serve the complex wealth management needs of high net worth individuals and their families.  Gabriele leads a team of advisors that includes Wealth Strategists, Portfolio Managers, Trust Officers and Administrative personal to identify, design and implement family wealth goals.  

As a Private Client Advisor, Gabriele seeks to identify clients’ needs, by  providing guidance for wealth management services, including family education,  investment management, personal trust, tax and estate planning, risk management, charitable giving, customized banking and lending for high net worth individuals, families and institutions.  She surrounds each client a team of specialists, each who are subject matter experts with extensive backgrounds. She also coordinates closely with her clients’ outside advisors in the implementation of their wealth plans. 

Gabriele is active in a number of philanthropic organizations.   

In her free time she enjoys spending time with her husband Gary and daughters, Ashley and Danielle.  As a family they enjoy travelling and volunteering and are very active in their Church.

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

Michele L Elliott

Private Client Manager

480.624.0376

Paul Williams

Private Client Manager

480.624.0641

Sarah L. Giles

Senior Trust Officer

480.624.0366

Todd C. Holsapple

Portfolio Manager

480.624.0390

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Key Contacts

Tanya Newman

480.624.0407

Brett A Paxman

480.624.0585

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.