Patricia (Tricia) M Shannon

Senior Vice President, Private Client Advisor

Professional Profile

Tricia Shannon is a Private Client Advisor at U.S. Trust. Based in Charleston, she works closely with high and ultra high net worth individuals and families. With more than 25 years of experience in the wealth management field, Tricia supports a broad range of client needs in the areas of wealth planning and preservation, asset management as well as credit and banking. Tricia and her team of professionals seek to understand what is important for clients and help them manage the complexities of wealth.

Whether it is guidance with investments, trust and estates or philanthropy, Tricia is responsible for identifying client needs, providing guidance and coordinating with appropriate professionals within U.S. Trust, and across Bank of America and its affiliates to support the clients’ overall wealth strategy.

She earned her Bachelor’s degree from California State University, Los Angeles.

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

Judy N Werrell

Senior Trust Officer

843.579.5511

Brian Z Fuqua

Portfolio Manager

843.579.5507

Brett Andrew Bluestein

Wealth Strategies Advisor

843.579.5516

Samuel Mark (Mark) Munn

Private Client Manager

843.579.5501

Sarah McDuffie Dart

Senior Trust Officer

843.579.5597

Key Contacts

Andrea (Holly) A Hardy

843.579.5503

Ashlee D Crook

843.579.5504

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.