Daniel F Thompson

Senior Vice President, Private Client Advisor

Professional Profile

Daniel Thompson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Wilmington, Delaware. Using the experience gained over two decades, he caters to the wealth management needs of ultra-high-net-worth individuals and their families, including university professors and business owners. 

Backed by a local team of subject matter experts, Dan helps provide strategic guidance to clients with respect to investment management, trust and estate planning services, philanthropic objectives, and custom credit and lending solutions. To help ensure coordination of clients' personal and professional needs, he strives to build effective relationships with their personal attorneys and accountants.

Dan also draws on his extensive knowledge working with non-profits to provide organizations with sophisticated perspective and strategic guidance. He tailors his approach to match his clients’ unique financial priorities and connects them to the resources that can help with fundraising campaigns and customized investment programs designed to support their missions. 

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016 with more than 25 years of experience, Dan worked as the director and Philadelphia regional manager for the wealth and investment management division of Barclays, where he executed strategies for family offices and ultra-high-net-worth individuals. Over the course of his career, he has also held several senior client advisory and executive leadership roles at Morgan Stanley. He earned his Bachelor’s degree from Hobart College.  

Dan currently serves on the board of trustees for The Kalmar Nyckel Foundation in Delaware. Previously, he was a board member for Breakthrough Collaborative, an educational non-profit, and was a member of the corporate council for the Barnes Foundation in Philadelphia. Dan and his wife, Alison, reside in Greenville, Delaware with their two daughters.

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

Gregory C Rau

Market Investment Executive

609.734.7782

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Isla Grant

Senior Trust Officer

610.567.4726

Brandon P Biery

Private Client Manager

302.434.6438

Key Contacts

Alicia Fantini

610.567.4733

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

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.