David A Prichard

Managing Director, Private Client Advisor

Professional Profile

David A. Prichard is a Managing Director and Private Client Advisor with Bank of America Private Bank in Santa Barbara, California. In his role, David works closely with high-net-worth clients, business owners, and non-profit organizations. Providing multi-generational wealth management to families, family offices, business owners and senior executives, David helps clients thoughtfully and efficiently grow, preserve, and transfer their wealth. For business owners, he teams with wealth strategists to provide pre- and post-liquidity event planning by focusing on opportunities on both sides of the balance sheet to grow, preserve, and transfer wealth more effectively. With nonprofit/institutional clients, David provides strategic advice on investment management and grant-making policies, as well as board development and fundraising. David has a close-knit team of private banking specialists who work together to develop customized strategies in investment management, lending, wealth structuring, banking, and philanthropy. Clients also enjoy access to an extensive range of financial resources available from Bank of America. 
 
David joined the Private Bank (formerly U.S. Trust) in 1997. Drawing on nearly 40 years of wealth management experience, he guides clients in creating personalized financial strategies to pursue their life and legacy goals. His broad knowledge and close client relationships are the hallmarks of his role as an Advisor. In addition to his position with the Private Bank, David also served as the Santa Barbara/Ventura County market president for nine years. In this leadership role he collaborated with Bank of America executives and non-profits to deliver the resources of Bank of America to local communities. This included overseeing regional grant making through the Bank of America Charitable Foundation and facilitating community sponsorships. David maintains his network with public charities and private foundations to share the Philanthropic Solutions of Bank of America Private Bank. 
 
David holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association (ABA), along with FINRA Series 7 and 63 registrations. He received his B.A. in business economics from University of California, Santa Barbara. Active in his community, David has served on numerous boards and executive committees including Unity Shoppe, United Way of Santa Barbara, and Santa Barbara Zoo. Married with two grown children, David is an avid surfer and golfer.

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

Austyn L Shepherd

Private Client Manager

805.957.4426

David L Bigger

Senior Trust Officer

310.785.6116

Graham K Bell

Portfolio Manager

805.957.4423

Key Contacts

Eve M Ortiz

Private Bank Associate

805.957.4430

Robert (Tony) A Di Sette

Private Bank Senior Associate

805.957.4428

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 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.