Lewis D Gregory

Senior Vice President, Private Client Advisor

Professional Profile

Lewis D. Gregory is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Beyond investment management, clients of U.S. Trust can benefit from our in-depth understanding of the needs of nonprofit institutions gained through more than 150 years of experience and our resources, intellectual capital and long-standing philanthropic commitment.    

Lewis brings 30 years of combined trust and investment experience with Merrill Lynch Trust Company and Boatmen's Trust Company, both in the Greater Kansas City region.  He has a B.A. in Communications and Human Relations from the University of Kansas, Lawrence, and  J.D. from Washburn University School of Law, Topeka, Kansas.  He also holds the Chartered Advisor in Philanthropy® (CAP®) designation.  He is a past director of the Kansas City Estate Planning Society, a trustee of the University of Kansas Endowment Association (past audit committee chair) and a trustee of the international board of the Delta Upsilon Education Foundation, serving as Secretary. 

Lewis helps to match the needs of individuals and nonprofit organizations with the investment, trust and estate, retirement and philanthropic services of U.S. Trust.  He is committed to providing clients access to the boutique experience of U.S. Trust.

 

 

NOTE: Lewis does not provide legal advice in his role at U.S. Trust.

CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves sole rights to its use,and is used by permission.

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

Kevin P Pavicic

Private Client Manager

816.292.4403

Key Contacts

Jennifer Atkin

816.292.4367

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.