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.
Mark G. Peterson is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Los Angeles, California. In this role, he provides wealth management guidance and helps clients pursue their individual goals in financial and estate planning, risk management, wealth transfer, intergenerational planning, and philanthropy.
Prior to joining Bank of America Private Bank, Mark served as a Wealth Strategist at Wells Fargo Private Bank and also Credit Suisse, helping give him experience and insights into the wealth management needs of high-net-worth individuals and families. Previously, he was a Manager within the high-net-worth tax group of PricewaterhouseCoopers.
Mark graduated with Highest Honors from Golden Gate University with a M.S. degree in financial planning, and a B.S. degree in international business from California State Polytechnic University, Pomona. Mark holds the CERTIFIED FINANCIAL PLANNER™ certification. Mark currently resides in Los Angeles with his wife and son and enjoys singles and doubles tennis, golf, and road cycling.
In his role at Bank of America Private Bank, Mark does not provide tax or legal advice.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.