Scott Lopez

Senior Vice President, Private Client Advisor

Professional Profile

Scott Lopez is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Scott has more than 25 years of business, leadership and management experience, working with business owners, individuals and their families. He is part of a collaborative team that strives to help high-net-worth clients manage the complexities of their wealth and legacy planning, developing integrated wealth strategies that are tailored to client goals and aspirations. Scott also connects clients to a suite of banking, credit and lending capabilities, discerning the offerings that align with client priorities. 

Scott began his career at the Private Bank (formerly U.S. Trust) in 2018. Previously, he served as a Managing Director at Primary Capital LLC, which provided him with experience and insight into investment banking and the public markets, as well as the needs of high-net-worth investors, venture capitalists, private equity investors, and family offices. Earlier in his career, he served as a Fighter Pilot and Public Affairs Officer in the United States Marine Corps. Scott obtained his M.B.A. from The Thunderbird School of Global Management. 

In his free time, Scott is an active member of OCTANe, Executive Next Practices and Disabled American Veterans.

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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 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.