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 Moss is a Managing Director and Private Client Advisor at Bank of America Private Bank for Southwest Washington. He works closely with high-net-worth individuals, families and entrepreneurs to help optimize and manage their wealth. He also leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending, and private philanthropy. By identifying a client's primary goals and needs, David and his team coordinate local resources and the national capabilities of the Bank of America enterprise to help clients reach their financial objectives.
David joined Bank of America in 1991 as part of its Management Trainee program. He went on to hold a variety of positions in the Consumer Bank before moving into private wealth management, where he has worked 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 local Market President for Southwest Washington. He has also participated on the Bank of America Charitable Foundation’s local market grants committee, helping to direct funding to nonprofit organizations aligned with the foundation’s focus areas. A Camas, Washington resident, David has volunteered with Habitat for Humanity, the Boys and Girls Club of Southwest Washington, and the Camas Farmers Market.
David spent seven years in the U.S. Army’s National Guard.
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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
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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.