Simmi Prasad is a Senior Vice President and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management. Simmi joined U.S. Trust in December 2017 from Wells Fargo Private Bank. She has over 15 years of experience working with ultra-high net worth and high net worth multi-generational families, business owners and non-profit institutions. She leads a team of specialists in investment management, credit and banking, wealth planning strategies, estate planning and asset preservation to help her clients navigate towards their life goals.
Simmi began her career with Wachovia in retail banking in 2002. A move to Wells Fargo Advisors in 2004 resulted in her working with affluent families on investments strategy and portfolio management. Simmi then moved to Wells Fargo Private Bank in 2011 as an investment management specialist and was an integral part of the team that provided a holistic and full balance sheet approach to wealth clients. Her last position with Wells Fargo Private Bank was Vice President and Investment Strategist.
Simmi earned a Master of Business Administration degree with a concentration in finance from Campbell University in 2009. Simmi also holds the Certified Trust Financial Advisor designation and is a member of Institute of Certified Bankers.
Simmi is very active in the community and serves on several local boards. She is president for The International Entrepreneurs for Carolinas and serves on the advisory board for Council for Entrepreneurial Development. She serves as a board member for Cary Community Foundation, and is on advisory board for NCIAP- People’s Medical Care. She also serves as an advisor to North West Cary YMCA board and Wake County education board.
You can connect with Simmi on LinkedIn.