Jason D Lynch

Senior Vice President, Private Client Advisor

Professional Profile

Jason Lynch is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He provides clients with guidance on the many aspects of their financial lives. Jason leads a team that provides guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services.

Prior to joining U.S. Trust, Jason was as a Senior Private Banker with Morgan Stanley Private Bank where he helped tailor credit solutions for high and ultra-high net worth individuals and families along with non-profit organizations.

Jason serves as Board President for Alexander Hamilton Scholars, a national organization that works to help high achieving, low income students transition from high school to college and beyond.

Jason earned a Bachelor’s of Science from the University of Tennessee. 

 

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

Jenny C Ning

Private Client Manager

206.358.5772

Key Contacts

Long (Michael) K Pham

206.358.0709

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.