Alan Epperson

Senior Vice President, Private Client Advisor

Professional Profile

Alan Epperson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Alan works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Drawing on more than 30 years of experience, he leads a team of seasoned professionals who work in concert to uncover possible efficiencies in multiple wealth disciplines: private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy and other financial services.

Prior to joining the Private Bank (formerly U.S. Trust), Alan was a Senior Vice President and Regional Business Banking Manager with Wells Fargo Bank, where he led business banking teams in Orange County, California, for more than 18 years. He earned his B.S. in Business Administration and Finance from San Diego State University.

Alan has served on a number of non-profit boards for over two decades in Orange County. He is currently the board chair of The Priority Center in Anaheim.

EDUCATION

  • San Diego State University

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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 for 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 interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.