Shirley Cruz

Senior Vice President, Private Client Advisor

Professional Profile

Shirley Cruz joined Bank of America in 1994 then moved to U.S. Trust in 2010.  Today, she is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Shirley is part of a team that provides guidance on  investment management, wealth transfer and credit needs, as well as trust and estate planning services. Advisors strive to help manage financial and legacy complexities by collaborating with an array of professionals who use their areas of knowledge to deepen their understanding of clients' needs and help pursue each client's goals and aspirations. Working together, the team looks forward to providing an integrated wealth strategy for each client. When appropriate, the team approach provides an opportunity to work in coordination with the professionals with whom the client is familiar.

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

James C Trujillo

Private Client Manager


Key Contacts

Tara M Sufana


Katherine (Katie) M Thomas


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


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.