Kelly Demers

Senior Vice President, Private Client Advisor

Professional Profile

Kelly Demers is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Chicago. Kelly provides tailored guidance and integrated strategies to high net worth individuals and families. Empathetic and resourceful, she enjoys distilling each client’s short- and long-term goals, designing thoughtful initiatives to propel clients toward the lives and legacies they envision. As the lead relationship manager, Kelly stays apprised of changing client priorities, orchestrating cohesive action across a team of in-house specialists, each in a designated discipline: banking and lending, portfolio management, trust and estate planning services, wealth strategy, business succession planning, and philanthropy.

Kelly advises clients who encounter transitions in their wealth, either professionally or personally, helping them navigate significant decision points. She also works closely with entrepreneurs, business owners, and executives who recognize that their financial lives merit more attention, but have extremely limited time. In either case, she prides herself on connecting clients to the range of resources at their disposal, serving as a reliable problem solver and guide.

Prior to joining U.S. Trust, Kelly served as a Wealth Management Banker with BNY Mellon and a Private Client Loan Officer with JP Morgan Chase, both in Chicago. Her background also includes more than eighteen years as an entrepreneur and real estate investor, providing her with first-hand knowledge of the opportunities and challenges that business owners encounter.

Kelly is a graduate of United States Military Academy at West Point, where she was an Academic All-American and captain of the soccer team. Active in a number of professional and community associations, she serves as a board member of Chicago’s West Point Society and the Illinois state Treasurer’s Veteran’s Advisory Committee.

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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.