David A. Prichard

US Trust, Bank of America Private Wealth Management
David A. Prichard - Santa Barbara / Ventura Wealth Management
David A. Prichard
Senior Vice President
Private Client Advisor

David A. Prichard

Senior Vice President
Private Client Advisor
US trust, Bank of America Private Wealth Management

Website

NMLS ID#652659

834 State St., 2nd Floor
Santa Barbara, CA 93101

Tel: 805-957-4427
Fax: 805-957-4456
Email: david.a.prichard@ustrust.com

Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Inc.
515 S. Flower Street Suite 2700
Los Angeles, CA 90071
T 213-861-5139 F 213-457-0873

Professional Profile

David Prichard is a Senior Vice President and Private Client Advisor with U.S. Trust who joined Bank of America in 1997. He has over 30 years experience in the financial services industry, holding prior positions with Santa Barbara Bank & Trust and Sanwa Trust and Investment. He received his B.A. in business economics from the University of California, Santa Barbara.

David holds Certified Trust and Financial Advisor designation. David is a member of the Santa Barbara Estate Planning Council and the Premier Professionals of Santa Barbara. He serves on the boards of the Unity Shoppe, and the United Way of Santa Barbara.

Your U.S. Trust advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.

You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.

At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future. 

It is not just about managing your wealth, it is also about managing your worth.

Visit site