Marc Richard Angle

Senior Vice President, Private Client Advisor

Professional Profile

Marc R. Angle is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Marc leads a highly skilled team of financial professionals that advise wealthy families, as well as endowments, foundations and institutions on all aspects of family wealth planning and institutional asset management, governance and policy.

"It starts with what is most important to the family, digging into what they are passionate about. Our ability to help client families and institutions articulate that in the form of their mission, their intent, and their dreams while aligning it with their investment portfolios really differentiates our team and U.S. Trust. The conversation changes significantly when we talk about a family wealth mission statement, philanthropic intent, and next generation financial education – it is very fulfilling for us as a team to see the outcome, which is what we are passionate about – serving clients to the best of our abilities."

Prior to joining U.S. Trust, Marc served in a similar role for an international boutique investment management firm in Central Florida. Before that, Marc worked in the Tissue Diagnostics Division of Roche Diagnostics, Ventana Medical Systems. Marc joined Ventana in late 2006 after spending nearly eight years in the US Army as a Captain and Blackhawk helicopter pilot. Marc served in Germany, where he deployed to Kosovo as well as Iraq, finishing out his service in Seoul, South Korea.

Marc and his family have an affinity for helping the homeless and veterans of the United States Armed forces, focusing their time and efforts in support of those causes.

Marc holds a B.S. in Engineering Management from the United States Military Academy at West Point and his Master of Business Administration from the University of Miami.

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

Craig W Bethel

Wealth Strategies Advisor

321.527.7812

Samuel G Eubanks

Portfolio Manager

321.527.7822

Stacey L Cole

Senior Trust Officer

321.527.7815

Johnny M Gibson

Portfolio Manager

321.527.7825

Yolanda D McLeod Terry

Private Client Manager

321.527.7834

Key Contacts

Tara L Pioli

321.527.7835

Alexina (Sandi) E Jeffreys

321.527.7831

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.