Kevin F Quinn

Senior Vice President, Private Client Advisor

Professional Profile

Kevin Quinn is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Naples, Florida. Kevin works closely with high net worth individuals and families, endowments and foundations to create integrated strategies and deliver specialized services that seek to address specific wealth management needs.

As the leader of a client’s U.S. Trust® team, Kevin orchestrates customized initiatives that harness the extensive capabilities of U.S. Trust, providing a suite of services that reflects each client’s unique priorities. He delivers the knowledge and insight of a dedicated team of local U.S. Trust® professionals who specialize in wealth structuring, investment management, trust and estate planning services, structured lending and specialty asset management. Kevin looks to serve as a strategic advisor by streamlining complexity, uncovering possible inefficiencies, and offering a balanced assessment of options including liquidity event strategies, multi-generational wealth transfers, philanthropic strategies and estate administration.

Prior to joining U.S. Trust, Kevin spent more than two decades on Wall Street, providing tailored investment offerings and financial strategies to individuals and institutions. He brings extensive knowledge of both assets and liabilities, as well as corporate transactions such as mergers and acquisitions. Previously, he served as an Executive Director at J.P. Morgan in New York. His experience also includes tenures with Deutsche Bank Securities, where he was a Director, and Citigroup Global Markets, also as a Director.

Kevin earned his undergraduate degree in Accounting from Fairfield University.

Kevin lives in Naples and is active in the community. He supports a number of local charitable organizations as well as Habitat for Humanity International. An avid marathoner and half-marathoner, he competes in races throughout the United States.

lillian roche

Lillian V Roche

Private Client Manager

239.254.3257

Mark T Milford

Senior Trust Officer

239.254.3205

Samuel Munn

Senior Trust Officer

239.390.4842

Edward C. Casaletto

Portfolio Manager

239.254.3210

Antonino S Rossitto

Portfolio Manager

239.254.3222

Joseph (Joe) D. Stone

Portfolio Manager

239.254.3208

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Key Contacts

Heather L Robinson

239.254.3212

Lisa A Estrada

239.254.3215

Elizabeth (Liz) M Semmerling

941.951.4119

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.