David A Rea

Vice President, Private Client Advisor

Professional Profile

David is a Vice President and Private Client Advisor with Bank of America Private Bank in Savannah, Georgia. Delivering a personalized boutique-like service experience is important to David and critical to the time-strapped clients he serves. They include successful entrepreneurs and business owners, generations of wealth families, non-profit organizations and family offices up and down the East coast.

With a strong focus on estate planning services and the value it can bring clients, David leads a team of specialists in crafting initiatives designed to help optimize client wealth across credit and Investment management, intergenerational wealth planning, philanthropy, and family office services.

David embraces the importance of listening. Keenly attuned to each client’s personal, professional, and philanthropic interests, he encourages frequent and thoughtful dialog – to keep pace with their situations and ambitions.

Before joining Bank of America Private Bank (formerly U.S. Trust), David was a wealth-planning analyst at UBS and a financial advisor at Merrill. He also practiced law in Charlotte after earning his J.D. from Wake Forest University School of Law, but not practice law at The Private Bank. David also graduated from the University of Central Florida with bachelor degrees in psychology and legal studies.

David is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Accredited Wealth Management Advisor℠ designation from the College for Financial Planning.

David is a member of the Bank’s local Market President Leadership team and serves on the Bank’s local Community Foundation committee. He also serves on the board for Junior Achievement and the Savannah Book Festival. In addition, he is a member of the Savannah Bar Association, Chatham Club and Telfair Museums' Director's Circle. David and his wife, Noelle, belong to the Savannah Golf Club.


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

*Accredited Wealth Management Advisor and AWMA® are registered service marks of the College for Financial Planning.

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

Samuel Mark (Mark) Munn

Private Client Manager

843.579.5501

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.