Justin Francisco

Vice President, Private Client Advisor

Professional Profile

Justin Francisco is a Vice President, Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management. In his role, Justin is responsible for connecting ultra-high net worth families, individuals, and institutions to custom strategies that help accomplish their goals over the long-term. Focused on prudent planning, tax-efficiency, legacy goals, and goals-based investing, Justin coordinates with his team to deliver personalized advice and guidance that helps simplify clients’ financial lives, all as a single point-of-contact. Along that same line of thinking, Justin’s team works to be your thinking partner, proactively sharing new ideas as his team guides families and businesses through a broad range of custom investment strategies, legacy formation, private client banking services, planning and wealth structuring analysis, and custom credit strategies. Justin strives to help manage financial and legacy complexities by collaborating with an array of professionals who use their areas of knowledge to deepen their understanding of client needs and help pursue their goals and aspirations.

A Seattle native, Justin Francisco graduated from Western Washington University with a bachelors in Finance.

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

Daniel K Chang

Portfolio Manager

206.358.3253

Amelia E Heath

Senior Trust Officer

206.358.3375

Brecken Diller

Private Client Manager

206.358.3144

Key Contacts

Jonathan P Easthope

206.358.5740

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.