Kevin D Hilderman
Kevin Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in San Diego, California. He advises ultra-high-net-worth individuals and families, including business owners, entrepreneurs, executives, and multigenerational families, as well as foundations and other institutional clients. Kevin leads multidisciplinary teams that work with clients whose financial circumstances require thoughtful coordination across investments, banking and credit, trust and estate planning services, philanthropy, and other wealth management disciplines.
Kevin takes a highly personalized approach to each relationship, beginning with a thorough understanding of a client’s financial circumstances, priorities, and long-term objectives. He works closely with clients and their other professional advisors to evaluate complex financial decisions and coordinates specialists across Bank of America and its affiliates to develop and implement integrated strategies designed around each client’s particular needs.
As a central point of coordination for his client relationships, Kevin helps bring together the various elements of a client’s financial life within a cohesive wealth management strategy. His work encompasses the preservation, management, deployment, and transfer of wealth, with an emphasis on helping clients address significant liquidity events, complex credit needs, multigenerational planning, philanthropic objectives, and other financial opportunities and challenges.
Kevin brings more than 25 years of private banking and wealth management experience to his client relationships. He joined Bank of America Private Bank, formerly U.S. Trust, in 2010. Previously, he spent 10 years with U.S. Bank’s The Private Client Reserve, serving clients in Seattle, Los Angeles, and San Diego.
Kevin earned a Bachelor of Arts in economics and sociology from the University of Victoria. He holds the CERTIFIED FINANCIAL PLANNER*®* certification and is a graduate of the Pacific Coast Banking School.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.