We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Website: locations.privatebank.bankofamerica.com

Phone: (805) 957-4427

Cross Streets: Near the intersection of State St and E Canon Perdido St/W Canon Perdido St