David P Moss

Managing Director, Private Client Advisor

Professional Profile

David Moss is a Managing Director and Private Client Advisor at Bank of America Private Bank for Southwest Washington. He is responsible for identifying client needs, providing guidance and coordinating with the appropriate professionals across Bank of America and its affiliates to support clients’ overall wealth management strategy and multi-generational planning needs as well as investment management, trust and estate planning services, liquidity services, and philanthropic interests.

David joined Bank of America in 1991 as part of the Management Trainee program and held a variety of positions in the Consumer Bank before moving to private wealth management, an area he has been working in for nearly three decades. David joined Bank of America Private Bank (formerly U.S. Trust) in 1994 as a Senior Credit Underwriter prior to assuming his current role as a Private Client Advisor.

David has served as the Bank's Market President for Southwest Washington and has also participated on the bank’s local market grant review committee, supporting the philanthropic efforts of the Bank of America Charitable Foundation. A Camas, Washington, resident, David has volunteered with Habitat for Humanity, Boys and Girls Club of SW Washington, and the Camas Farmers Market. David spent seven years in the U.S. Army/National Guard.

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

Tami M Olsen

Private Client Manager


Marcia L Jory

Senior Trust Officer


David K Reiter

Private Client Manager


Alicia G. Bennett

Portfolio Manager


Amelia E Heath

Wealth Strategies Advisor


Erin Rickards

Trust Officer


Andrew Clark

Portfolio Manager


Simon O Bean

Portfolio Manager


Key Contacts

Sarah J Howard

Private Bank Senior Associate


Miranda B Kyriss

Private Bank Senior 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.