Rob Brewer

Senior Vice President, Private Client Advisor

Professional Profile

Rob Brewer is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He has been with Bank of America’s Wealth Management division since 2002 and has been an adviser to wealthy families for over 19 years. Rob and his partner Dan Duke lead an experienced team of wealth management specialists located in Bellevue, WA.  The team utilizes the many disciplines of wealth management paired with the substantial resources of U.S. Trust to oversee more than $2.3 billion of client balances as of April 2018. The team has consistently been a top performer at U.S. Trust and is well known in the Pacific Northwest for their expertise in serving the complex financial needs common to high-net-worth families and Family Offices.

Rob earned his undergraduate degree in International Studies & Spanish from University of the Pacific. He attended The University of Chicago Booth School of Business where he received certification as a Certified Private Wealth Advisor® professional. The CPWA® marks identify experienced advisors that have successfully completed coursework in advanced wealth management strategies and applied concepts. 

Rob is an active member of the Rotary Club of Bellevue. As Chair of the club’s Adoption Program, he organizes events that help foster kids find their forever family by bringing them together with prospective parents in a fun and family friendly environment. He and his family are active in their community through their involvement in Mary’s Place, a Seattle non-profit that helps homeless women, children and families reclaim their lives. 

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.


 

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

Jean-Pierre (JP) Green

Private Client Manager

425.467.9803

Laura S Jones

Private Client Manager

425.467.9714

Richard N Stice

Portfolio Manager

206.358.3342

Jennifer Flewelling

Portfolio Manager

206.358.3250

Justin Rolfe

Portfolio Manager

206.358.0465

Alicia G. Bennett

Portfolio Manager

425.467.9774

Richard L Powell

Senior Trust Officer

253.310.4586

Amelia E Heath

Senior Trust Officer

206.358.3375

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Key Contacts

Melissa S Gray

425.467.9808

Elizabeth (Liz) Rhoton

425.467.9799

Rachel M Miller

425.467.9779

Dominic Impala

425.467.9749

Barbara A Doyle

425.467.9701

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.