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.
Dylan A Zamani
Vice President, Private Client Advisor
Professional Profile
Dylan Zamani is a Vice President and Private Client Advisor with Bank of America Private Bank in Orange County, California. Dylan works directly with ultra-and high-net-worth individuals, their families and business owners to identify wealth management strategies and services beneficial towards helping them meet their short- and longer-term financial goals. By focusing on understanding his client’s needs, passions and purpose, Dylan and his team at the Private Bank are equipped to guide their clients through all steps of their financial lives, including investment management, private and institutional philanthropy, trust and estate planning, liability management as well as a variety of credit and banking solutions, and more. Dylan and his team also focus on assisting business owners -- in particular, physicians -- with succession planning, asset management, and connects them with niche banking products and services.
Dylan has worked in the financial service industry since 2017. Prior to joining Private Bank in 2021, Dylan was a Financial Advisor for Merrill. Before entering the financial services industry, and for well over 11 years, Dylan was the owner and acting CEO of an international global trading company for raw pharmaceutical materials.
Dylan lives in Orange County. He is Persian, speaks Farsi fluently, and is an active member of the Persian Community. In his free time he enjoys playing tennis.
EDUCATION
- PAYVAND HIGH SCHOOL
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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.
