Kevin R May

Vice President, Private Client Associate

Professional Profile

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

Dawne Clark

Portfolio Manager

619.515.5634

Holly Cannady Tapia

Senior Trust Officer

619.515.5549
Advisor Image

Stephen Ross

Portfolio Manager

619.515.5625

Jacqueline L Parks

Wealth Strategies Advisor

619.515.5645

Thomas M Fink

Senior Trust Officer

619.515.5639

Key Contacts

Amy Churchwell

619.515.5603

Audrey Stein

619.515.5613

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.