Juan Luis Toro

Managing Director - US Trust, Private Client Advisor

Professional Profile

Juan Toro is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. He leads a team of specialists who seek to provide guidance and customized strategies to high net worth families and individuals in the areas of Investments, Credit, Banking and Estate Planning. Juan and his team seek to provide clients with an integrated plan tailored to each client's unique needs and to help clients manage the complexities of wealth.

Prior to joining U.S. Trust in 2004, he spent 21 years at domestic and international banks where he served in various capacities including Chief Lending Officer, Treasurer and CEO. He is active as a volunteer and in the past has served on the boards of The American Red Cross of Miami Dade and the Keys, Florida Grand Opera, Hands on Miami, and the Bakehouse Art Complex.

Juan was born in Bogota, Colombia and raised in New York City. He attended Phillips Exeter Academy and graduated with a B.A. in Economics from Boston University in 1983.

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

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Josephine (Jodi) A Bowles

Private Client Manager

305.347.2788
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Alexandra Guevara Escobedo

Portfolio Manager

954.765.2190

Michael J Crowley

Portfolio Manager

561.447.8019
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Stuart Beharry

Portfolio Manager

305.347.2983

Scott A. Farber

Wealth Strategies Advisor

305.347.2734

Raul A Arguello

Portfolio Manager

305.347.2638
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Liana Franceschini

Portfolio Manager

954.765.2610
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Susan E Best

Senior Trust Officer

305.347.2907

Key Contacts

Heather Neal

305.347.2956

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.