Sean T Anthony

Senior Vice President, Private Client Advisor

Professional Profile

Sean Anthony is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in San Diego. He works closely with high net worth clients and their family, helping them streamline the complexities that arise from wealth events. He has particular depth advising clients with dynamic balance sheets, enhancing their ability to anticipate changing conditions, align stratagies with objectives, and capitalize on possible efficiencies. Sean leads a team of locally-based specialists, orchestrating customized initiatives in wealth strategy, structured credit, investment management, trust and estate planning services, and philanthropy. Sean begins each relationship by listening to client’s concerns, priorities, and long-term goals. He then devises a detailed framework to pursue client goals, integrating the extensive capabilities of Bank of America Private Bank. Throughout the client relationship, Sean facilitates close communication with a client’s external tax and legal advisors, as appropriate. Diligent and discreet, he develops long-term relationships that testify to his deep-seated interest in client well-being.

Prior to joining Bank of America Private Bank, he was a V.P. and Senior Private Banker with Wells Fargo in San Diego. He began his financial services career at Bank of America in 2002, serving as a Premier Client Manager in Carlsbad, CA.

Sean earned his M.B.A. from California Lutheran University and his B.S. in Business Management and Marketing from California State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Sean volunteers with Bread of Life Rescue Mission, North Coast Solutions, and Boys and Girls Club. He also serves as a sponsor for Compassion International



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Brian A Gemmell

Private Client Manager


Holly Cannady Tapia

Senior Trust Officer


Eric Baggett

Wealth Strategies Advisor


Stephen Ross

Portfolio Manager


Noralinda Aquino

Trust Officer


Michael Valentini

Portfolio Manager


Key Contacts

Raseca Eustaquio

Private Banking Associate II


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


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.