Sean T Anthony

Senior Vice President, Private Client Advisor

Professional Profile

Sean Anthony is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in San Diego. He works closely with high net worth clients and their family, helping them streamline the complexities that arise from wealth events. He has particular depth advising clients with dynamic balance sheets, enhancing their ability to anticipate changing conditions, align stratagies with objectives, and capitalize on possible efficiencies. Sean leads a team of locally-based U.S. Trust® specialists, orchestrating customized initiatives in wealth strategy, structured credit, investment management, trust and estate planning services, and philanthropy. Sean begins each relationship by listening to client’s concerns, priorities, and long-term goals. He then devises a detailed framework to pursue client goals, integrating the extensive capabilities of U.S. Trust. Throughout the client relationship, Sean facilitates close communication with a client’s external tax and legal advisors, as appropriate. Diligent and discreet, he develops long-term relationships that testify to his deep-seated interest in client well-being.

Prior to joining U.S. Trust, he was a V.P. and Senior Private Banker with Wells Fargo in San Diego. He began his financial services career at Bank of America in 2002, serving as a Premier Client Manager in Carlsbad, CA.

Sean earned his M.B.A. from California Lutheran University and his B.S. in Business Management and Marketing from California State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Sean volunteers with Bread of Life Rescue Mission, North Coast Solutions, and Boys and Girls Club. He also serves as a sponsor for Compassion International

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Brian A Gemmell

Private Client Manager

619.515.5671

Dawne Clark

Portfolio Manager

619.515.5634

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Key Contacts

Raseca Eustaquio

619.515.7175

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.