Heidi Lynn

Managing Director - US Trust, Private Client Advisor

Professional Profile

Heidi Lynn is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Heidi works with high net worth clients throughout Southern California who have complex wealth management needs and distinctive priorities. She offers a consultative approach that seeks to advance a client’s personal, professional, and philanthropic goals through sound strategy and careful implementation. Heidi works with a select number of multi-generational families, business owners and women in transition, including widows and divorcées.

Heidi seeks to channel the extensive capabilities of U.S. Trust, selecting the offerings that align with each client’s needs. She surrounds each client with a hand-picked team of specialists, each of whom brings in-depth knowledge in a particular sphere: investment management, trust and estate planning services, family office services, philanthropy and credit and banking through Bank of America, N.A. Throughout the client relationship, Heidi seeks to assist clients with a range of financial issues; she applies a strategic and analytical approach, infused with a strong understanding of the nuances and dynamics of each family.

Heidi joined the Private Bank at Bank of America in 2006. Previously, she worked as a Financial Advisor with Merrill Lynch for over six years. She lived in Japan for eight years prior to her financial services career.

Heidi earned her B.A. from Yale University and is a graduate of the Wharton Business Executive Program.  She holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Heidi has served on the Orange County Grants Review Committee for the Bank of America Foundation and Bank of America’s Orange County Talent Council, a leadership body that promotes best practices across business lines. Outside of U.S. Trust, she serves as a Board Member on the Orange County Museum of Art. 

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

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

Mae G DelaBarre

Private Client Manager

949.760.2973

Key Contacts

Janice M Downing

949.760.4535

Shauna Chaffin

949.760.4625

Liza M Pacheco

949.760.4645

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.