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. She brings over 25 years of experience in the financial services industry, primarily working with high-net worth individuals, multi-generational families, entrepreneurs and business owners. In her role, Esperanza leads a team of Private Bank professionals who collectively assist clients to identify their life goals and consider customized financial strategies that can help fulfill their goals to span a lifetime and their legacies. This coordinated approach includes investment management, wealth transfer, trust and estate planning services, philanthropy, general banking, and credit and lending opportunities. Esperanza is able to leverage Bank of America’s enterprise financial strategies capabilities to help deliver ideas and opportunities against the client’s goals.

Prior to joining Bank of America Private Bank, Esperanza spent 12 years at Wells Fargo Bank as a Premier Banker servicing the wealth management needs of high-net worth individuals and families with an emphasis in assisting high net-worth Spanish speaking clients. Her career also includes 3 years with Banc of America’s International Private Bank.

Esperanza obtained a Bachelor’s Degree in Business Administration from the University of Phoenix.  Esperanza resides in San Diego with her husband and daughters, Denise and Daniela.

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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.