Heidi Lynn

Managing Director, Private Client Advisor

Professional Profile

Heidi Lynn is a Managing Director and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Heidi works with high-net-worth clients throughout Southern California who have complex wealth management needs and distinctive priorities. She offers a consultative approach that seeks to advance a client’s personal, professional, and philanthropic goals through sound strategy and careful implementation. She has particular depth addressing the needs of business owners and successive generations of families.

Heidi seeks to channel the extensive capabilities of the Private Bank, selecting the offerings that align with each client’s needs. She surrounds each client with a hand-picked team of specialists, each of whom brings in-depth knowledge in a particular sphere: investment management, trust and estate planning services, family office services, philanthropy, and credit and banking. Throughout the client relationship, Heidi seeks to assist clients with a range of financial issues; she applies a strategic and analytical approach, infused with a strong understanding of the nuances and dynamics of each family.

Heidi joined Bank of America Private Bank (formerly U.S. Trust) in 2006. Previously, she worked as a Financial Advisor with Merrill for over six years. She lived in Japan for eight years prior to her financial services career. She earned her B.A. from Yale University and is a graduate of the Wharton Business Executive Program.  She holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Certified Exit Planning Advisor (CEPA®) designation.

Heidi has served on the Orange County Grants Review Committee for the Bank of America Foundation and Bank of America’s Orange County Talent Council, a leadership body that promotes best practices across business lines. She also serves as a Board Member for the Orange County Museum of Art. 


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


  • Orange County Museum of Art Board of Trustees
  • Shady Canyon Ladies Club


  • Yale University


  • English
  • Japanese

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

Mae G DelaBarre

Private Client Manager


Key Contacts

Shauna Chaffin

Private Bank Associate


Liza M Pacheco

Private Bank Associate


Jeffrey E Duarte

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.