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. Mr. Epperson has over 30 years of experience working with high net worth individuals and business owners. He works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Alan leads a team of seasoned professionals to deliver services in private banking, investment management, lending, legacy planning, trust administration, tax planning, real estate advisory, philanthropy and other financial services.

Prior to joining Bank of America Private Bank, Mr. Epperson was a Senior Vice President, Regional Business Banking Manager at Wells Fargo Bank where he led business banking teams in Orange County, California for more than 18 years.

Mr. Epperson earned a B.S. in Business Administration/Finance from San Diego State University and has been actively serving on non-profit boards for two decades in Orange County. He is currently the board chair of the Child Abuse Prevention Center in Anaheim, California.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.