Dennis Percell

Senior Vice President, Private Client Advisor

Professional Profile

Dennis M. Percell, Jr. is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Newport Beach, California. He works closely with high net worth individuals, families, business owners and philanthropists to address a wide range of wealth management needs. Dennis leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, credit and banking, liquidity-event strategies, and philanthropy to help clients realize their financial goals.

Prior to joining U.S. Trust, Mr. Percell served as a Senior Private Banker with California Bank & Trust and The Private Bank at Wells Fargo.  He was responsible for overseeing a portfolio’s of high net worth clients and providing solutions to their dynamic financial needs.

Dennis earned his Bachelor of Arts in Business Administration with a Finance Concentration from California State University, Fullerton.

An active member in his community, Dennis sits on the boards of the Executive Council for the Mihaylo College of Business and Economics at California State University, Fullerton and the Orange County Council for the Boy Scouts of America.

Key Contacts

Mary A Alcoser

949.760.2963

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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 (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.