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 currently serving as the Greater Los Angeles Market Integration Executive, responsible for developing and executing the strategy of all Los Angeles lines of business to facilitate their clients' needs by introducing other associates whom can assist when appropriate.
While earning his bachelor's 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, after which he continued to develop and 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 Bank. 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 Private Bank Market Leader in Los Angeles.

Dan holds the CERTIFIED FINANCIAL PLANNER™ certification. He 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, a past board member of The Center Theatre Group (CTG) in Los Angeles and is a current board member of The Los Angeles Metropolitan YMCA. 

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

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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.