Mark LaRoe

Managing Director, Private Client Advisor

Professional Profile



Mark LaRoe is a Managing Director, Private Client Advisor with Bank of America Private Bank in Dallas, Texas. Drawing upon more than 30 years of experience in wealth management, private banking, commercial real estate and asset-based lending, he works diligently to address the complex financial challenges of an accomplished clientele residing across the U.S.

Mark leads a team of selected specialists who provide a comprehensive approach and customized financial strategies for senior executives (many in the energy industry), entrepreneurs and owners of private businesses, family offices, and generations of wealthy families and their related interests. He also serves large foundations, endowments and other non-profit organizations. Mark is one of a limited group of Private Bank advisors holding the ICA (Institutional Client Advisor) title.

Before joining Bank of America Private Bank (formerly U.S. Trust), Mark was managing director and head of Dallas Private Banking for Deutsche Bank Wealth Management. Prior to that, he was senior managing director at J.P. Morgan and led the J.P. Morgan Private Bank in Florida before returning home to Dallas. He also held several production and management positions with Comerica Bank in Texas and its predecessor banks. In addition, Mark led valuation teams for bank purchases during the Texas banking crisis of the 1980s and 1990s and created a Southwest region healthcare banking practice for Comerica.

Mark is a Board Member of The Dallas Opera, Dallas Symphony Orchestra, and the Dallas Performing Arts Foundation. He also serves as Co-Chair for the Southwest Region for the United State Priory of the Order of St. John.

Mark holds a B.B.A. from Texas Tech University with a concentration in finance. He and his wife, Dianne, have been married for 39 years and have three adult children, as well as two grandchildren. They collect contemporary art and Mark is an avid golfer.

EDUCATION

  • Mark received a B.B.A. from Texas Tech University with a concentration in Finance.

ORGANIZATIONS

  • Dallas Center for the Performing Arts Foundation
  • Dallas Symphony Association
  • The Dallas Opera
  • The Priory in the USA of the Order of St. John

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

Mary Martha Pickens

Private Client Manager

214.559.6343

Amy (Michelle) Pryor

Market Investment Executive

214.559.6325

Crissie Fortmeyer

Senior Institutional Sales Director

214.209.3489

Key Contacts

JEFFREY MADDEN

Private Bank Associate

469.294.7179

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.