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 in Seattle, Washington. He leads an experienced team of professionals who help address the complex financial affairs of successful business and real estate owners, local technology executives and institutions, as well as generations of wealthy families in the Pacific Northwest and on both coasts.

With more than three decades of extensive financial services experience, David believes that each strategy must reflect a client’s situation and ambitions – both personal and financial. He encourages the innovative formulation of customized strategies by managing the collaboration and input of specialists throughout Bank of America. 

David’s goal is to create a framework for each client where tax minimization strategies and estate planning services align with tailored investment management, wealth structuring, and lending solutions for commercial and residential real estate, marine, airplane and collectibles. In addition to helping clients pass along wealth and values to their children, he shows “the next generation” what it means to be a beneficiary of wealth and manage its responsibilities.

Before joining the Private Bank (formerly U.S. Trust) in 2014, David served high-net-worth clients in a similar capacity for nine years as a private banker with Citi Private Bank. Previous to that, he served corporate clients for 17 years with ABN AMRO Bank.

David holds an M.B.A. in the executive program at the University of Washington and a B.B.A. from the University of Washington. He also completed the Pacific Coast Banking School program. David lives with his wife in Bellevue, Washington.


  • Pacific Coast Banking School
  • University of Washington Executive MBA Program
  • University of Washington

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


Jonathan B. Hommer

Wealth Strategies Advisor


Daniel K Chang

Portfolio Manager


Jeremy R McLain

Senior Trust Officer


Amelia E Heath

Wealth Strategies Advisor


Jennifer Flewelling

Portfolio Manager


Douglas Hockersmith

Portfolio Manager


Key Contacts

Michelle Tran

Private Bank Associate


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


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.