Kevin D Hilderman

Senior Vice President, Private Client Advisor

Professional Profile

Kevin Hilderman is a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Kevin joined U.S. Trust in 2010.  As a Private Client Advisor Kevin provides clients with guidance on the many aspects of their financial lives. He is part of a team that provides guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services. Advisors strive to help you manage your financial and legacy complexities by collaborating with an array of professionals who will use their areas of knowledge to deepen their understanding of your needs and help you pursue your goals and aspirations. Working together, we look forward to provide an integrated wealth strategy tailored to you. When appropriate, our team approach enables us to work in coordination with the professionals with whom you are already familiar. As Advisors at U.S. Trust, we help to keep your best interests at the core of the strategies you adopt.

Kevin holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

 

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

Nicole Coxsey

Private Client Manager

619.515.5612

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Jacqueline L Parks

Wealth Strategies Advisor

619.515.5645

Key Contacts

Terry C Sauceda

619.515.5617

Meriam (Mimi) R. Abbo

619.515.7598

Callie Olive

619.515.7354

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.