Vincent Scorza

Senior Vice President, Private Client Advisor

Professional Profile

Vincent Scorza is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Miami.  He works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Prior to joining U.S. Trust, Vincent served as Vice President at UBS Financial Services, helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was an Executive Director with J.P. Morgan Private Bank.

Vincent Scorza is a graduate of The George Washington University with a Bachelor of Business Administration degree in Finance. Vincent is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.*  He also holds the Chartered Alternative Investment Analyst (CAIA®) designation.**  

An active member of his community, Vincent currently serves in various capacities for The Church by the Sea, and on the Advisory Board of The Little Lighthouse Foundation.

Vincent does not provide legal advice in his role at U.S. Trust.  Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

**CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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

Evita E Francuz

Private Client Manager

305.347.2746

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.