Dennis Michael Percell

Senior Vice President, Private Client Advisor

Professional Profile

Dennis M. Percell, Jr., is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Dennis works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. He leads a team of 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 planning, and philanthropy to help clients pursue their goals more effectively.

Prior to joining Bank of America Private Bank (formerly U.S. Trust), Dennis served as a Senior Private Banker with California Bank & Trust and The Private Bank at Wells Fargo. In these roles, he was responsible for overseeing investment portfolios for high-net-worth clients and catering to their dynamic financial needs. He earned his B.A. in Business Administration with a concentration in Finance from California State University, Fullerton.

Active in the community, Dennis is a board member of the Executive Council for the Mihaylo College of Business and Economics at California State University, Fullerton.

Dennis lives in Orange County with his wife Leslie and their four children.

EDUCATION

  • California State University - Fullerton

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Bhavesh J Gondha

Private Client Manager

949.760.4598

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.