Esperanza Martinez

Senior Vice President, Private Client Advisor

Professional Profile

Esperanza Martinez is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in San Diego, California. She works closely with a diverse ultra-high-net-worth clientele that includes multi-generational families, professional athletes, and business owners. Esperanza has more than 25 years of financial experience, most of it with Bank of America. She draws on this background to navigate the enterprise, connecting clients with extensive resources and capabilities designed to help them manage complex wealth.

Esperanza leads a team of Private Bank professionals who collectively assist clients in designing strategies to pursue their lifetime and legacy financial goals. The team works together to tailor ideas and opportunities to each client’s wealth management objectives, with a focus on investment management strategies and specialized credit and lending solutions. They can offer customized financing for clients who want to purchase or refinance a primary/second home or cash out commercial real estate, as well as options for residential, aircraft, yacht and art lending.

Esperanza started her Bank of America career as a teller in 1988. She subsequently held positions in lending, investment services and financial relationship management, including at Bank of America’s International Private Bank. Then, she spent 12 years as a premier banker at Wells Fargo Bank focusing on Spanish-speaking clients. Returning to Bank of America, she joined Bank of America Private Bank (formerly U.S. Trust) in 2019.

Esperanza graduated from the University of Phoenix with a Bachelor’s degree in business administration. She is an inaugural member of the Private Bank Women’s Empowerment Network and serves on the Private Bank Hispanic Executive Leadership Council. Esperanza is also a member of the Hispanic Latino Business Council in San Diego, where she lives with her husband and two daughters.

EDUCATION

  • University of Phoenix

LANGUAGES

  • Spanish

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

Adrienne Schwartz

Private Client Manager

858.847.6322

Noralinda Aquino

Trust Officer

619.515.5608

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Jimmy Sanchez

Market Investment Executive

949.760.2972

Michael Valentini

Portfolio Manager

858.847.6490

Eric Baggett

Wealth Strategies Advisor

619.515.5645

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.