Julie Mokdessi's Colleagues at U.S. Trust
Paula McDonnell
Assistant Vice President Private Wealth Advisor - BMO Wealth Management
Julianne Getty
Senior Private Banker/VP - Private Equity Specialist - BMO Wealth Management
MaryPat Heisterman
Assistant Vice President - Client Service & Sales Officer
Julie Mokdessi's Contact Details
(212) 852-1000
U.S. Trust
Julie Mokdessi's Company Details
U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations. Disclaimer: The site is maintained by a third party that has no affiliation with U.S. Trust, Bank of America Private Wealth Management. The recommendations posted to this page by or about U.S. Trust employees, are not endorsed by, and may not represent the views of U.S. Trust. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of U.S. Trust and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Investment products: - Are Not FDIC Insured - Are Not Bank Guaranteed - May Lose Value Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC. Additional Terms, Conditions & Disclaimers found here: http://ustrust.com/UST/Pages/ust-on-twitter.aspx Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html © 2018