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 focuses on a diverse clientele that includes ultra-high-net-worth individuals, multi-generational families, entrepreneurs and business owners. Along with financial services experience that spans more than 25 years, Esperanza leverages resources and capabilities across the Bank of America enterprise to help clients create customized strategies for managing 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 can recommend ideas and opportunities tailored to individual objectives. Their coordinated approach may include strategies for investment management and philanthropy, trust and estate planning services, and credit and lending solutions.    

Prior to joining the Private Bank (formerly U.S. Trust) in 2019, Esperanza spent 12 years as a premier banker at Wells Fargo Bank. In that role, she provided wealth management services to high-net-worth families and individuals, with a focus on Spanish-speaking clients. Her career includes three years with Bank of America’s International Private Bank.

Esperanza graduated from the University of Phoenix with a bachelor’s degree in business administration. In the San Diego community, she is a member of the Hispanic Latino Business Council and the Bank of America Hola Leadership Team. She lives in San Diego with her husband and two daughters.

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

619.515.5858

James (Zack) Z Weismann

Portfolio Manager

619.515.5622

Noralinda Aquino

Trust Officer

619.515.5608

Key Contacts

Julio A Rojas

Private Banking Associate I

619.515.7521

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.