David McGinnis

Senior Vice President, Private Client Advisor

Professional Profile

David McGinnis is a Senior Vice President and Private Client Advisor with Bank of America Private Bank.  David works with high net worth individuals and families, business and real estate owners, and institutions, addressing their planning, banking, lending, charitable, and investment challenges and opportunities. He leads an experienced team of professionals and is responsible for identifying client needs, providing guidance, and coordinating resources within the Private Bank and across Bank of America to deliver a customized wealth management service.

Prior to joining Bank of America Private Bank, David served high net worth individuals and families in a similar capacity for nine years as a Private Banker with Citi Private Bank, and served corporate clients for 17 years with ABN AMRO Bank.
 
David has a broad understanding of financial and economic markets with over 30 years of experience in the financial services industry. 

David earned his M.B.A. in the executive program at the University of Washington, a Bachelor’s degree in Business Administration from the University of Washington, and completed the Pacific Coast Banking School program.

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

Karen E Sims

Private Client Manager

206.358.0719

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Daniel K Chang

Portfolio Manager

206.358.3253

Jeremy R McLain

Senior Trust Officer

206.358.2866

Amelia E Heath

Senior Trust Officer

206.358.3375

Jennifer Flewelling

Portfolio Manager

206.358.3250

Key Contacts

Hayden Graham

206.358.0709

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.