Lauri Ann Smith

Senior Vice President, Private Client Advisor

Professional Profile

Lauri Ann Smith is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in San Diego, California. She works closely with ultra-high-net-worth clients, including individuals and multigenerational families, to design customized financial strategies for pursuing their life, legacy and philanthropic goals. Lauri enjoys helping business owners and key employees create strategies to exit the business and prepare financially for retirement. She also likes working with families to offer financial education for next-generation family members.  

Lauri takes a multidisciplinary approach to help clients address the challenges and opportunities of managing complex wealth. She leads a team of experienced specialists with access to the deep resources and capabilities of the Private Bank. The team offers: strategies for wealth structuring, investment management, philanthropy, and liquidity event planning; trust and estate planning services; customization for family offices; and customized banking solutions including commercial/residential lending, private lines of credit, escrow, and cash management.

Before she joined the Private Bank (formerly U.S. Trust) in 2018, Lauri had nearly 20 years of experience in wealth management at Merrill and commercial banking at Bank of America. She graduated from the University of Texas at Austin, earning a Bachelor’s degree in journalism with a concentration in public relations.

In 2017, Lauri received the President’s Volunteer Service Award for dedicating volunteer hours to community service organizations. These include Feeding America, Junior Achievement,

Susan G. Komen® and Padres Pedal the Cause.

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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 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.