Daniel (Dan) T Palmer

Managing Director, Private Bank Market Leader

Professional Profile

Dan Palmer is a Managing Director and Market Leader with the Bank of America Private Bank.  Dan’s role is to work directly with the Greater Los Angeles teams to assist on how to best serve their client’s needs.  Dan is also responsible for recruiting new talent to the Private Bank in the Greater Los Angeles Market and serves as the Market Integration Co-Executive for the Bank of America's Market President Organization.   

While gaining his Bachelor degree in Business Administration at the University of Florida, Dan began his career in financial services in 1992 with Merrill.  Dan relocated to Southern California in 1994 where Dan continued to assist clients with their wealth accumulation, preservation and transfer goals. In 2000, Dan became a producing manager with Comerica Securities and provided strategies for clients in the areas of corporate cash, business succession, defined benefit and defined contribution plans and continued to work with business owners on their personal wealth strategies.  Dan joined LaSalle Bank in 2003 which was acquired by Bank of America in 2007, when Dan became a Private Client Advisor at Bank of America's Private Wealth Management Group. As a Private Client Advisor, Dan worked with a team of professionals including Wealth Strategists, Portfolio Managers, Trust Officers and Administrative Personnel to identify, design and implement family wealth strategies. Since 2015, Dan has been coaching teams as a Market Leader in Los Angeles. 

Dan holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and Dan has served as the Board Chair of three nonprofit agencies benefiting children and families; including the Exchange Club of Newport Harbor, the Orange County Children's Center and the Kids' Turn San Diego. Dan also served as a Finance and Investment Committee Member of the Children's Center of Wayne County.  Dan is a past Board Member of the Center Theatre Group in Los Angeles and continues to serve as a Committee Member. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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.