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.
David K. Reiter is a Senior Vice President and Private Client Manager with Bank of America Private Bank (formerly U.S. Trust) serving Southwest Washington. In this role, David helps to identify clients’ unique needs, provide guidance and coordinate with a team of specialists to help develop a comprehensive wealth strategy. David’s approach includes leveraging the vast resources of the Bank of America platform as an advocate for the clients he serves. While developing new relationships and helping to ensure a professional and personal client experience, his responsibilities center on managing client relationships in the areas of investments, banking and lending services. He has 20 years of experience in private wealth management.
David holds the Chartered Financial Consultant® (ChFC®) designation and he is also a CERTIFIED FINANCIAL PLANNER™ certificant. Prior to joining the Bank of America Private Bank, David worked with the Ways & Means Committee in the Washington State Senate. He has ties to both Washington State University and the University of Oregon.
David served two terms on the YWCA Clark County Board and also formerly served on the Emerging Leaders Committee at the Lundquist College of Business (University of Oregon). He currently serves on the local Bank of America Charitable Foundation Committee.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Chartered Financial Consultant® and the ChFC® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.
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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.