David J Zeitz

Senior Vice President, Private Client Manager

Professional Profile

David Zeitz is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Austin, Texas. Supported by the resources of the global enterprise, he provides a high-net-worth clientele with advice and guidance surrounding their strategic banking and credit needs, investment management, trust and estate planning services as well as day-to-day liquidity management solutions and philanthropy.

David summons more than 35 years of wealth management experience and orchestrates the coordinated efforts of specialists to serve entrepreneurs and business owners (up to and through a sale or other transaction), physicians, generations of families, private foundations, endowments and other non-profit organizations.

David sees his role as helping to simplify and streamline the financial lives of clients with significant wealth and expectations. A proactive and responsive professional, he also encourages meetings with "the next generation" of clients’ families – to help educate them on developing wise financial habits and helping to instill a healthy respect for a family’s work ethic.

David joined the Private Bank (formerly U.S. Trust) in 2003. He spent much of his early career at Charles Schwab & Company.

David holds a bachelor’s degree from Southern Methodist University in economics and political science with a minor in history. A father of two adult children, he enjoys boating, hiking and a good game of golf.

LANGUAGES

  • English

EDUCATION

  • Southern Methodist University

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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.