Mark Crismon is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Scottsdale, Arizona. Mark works closely with high-net-worth individuals, multigenerational families, business owners and entrepreneurs to help them optimize, protect and manage their wealth. By identifying his client's primary goals and needs, Mark and his team take a thoughtful approach to coordinate local firm resources and the national capabilities of Bank of America enterprise to help clients reach their unique financial objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement comprehensive and tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending, and philanthropy.
Mark has worked in the financial services industry for 14 years. Prior to joining Bank of America Private Bank in 2023, he served as a Senior Business Relationship Manager at JPMorgan Chase Bank, helping give him experience and insight into the complex wealth management needs of high-revenue businesses.
Mark obtained an MBA from the Thunderbird School of Global Management, having received the Presidential Scholarship, and a BS in finance from Arizona State University. Currently, he is an active member of The Greater Phoenix Economic Council.
Mark is a native of Arizona. An adventurer by nature, he spends much of his free time participating in high-intensity activities such as sport biking, mountain running and kickboxing. Mark is also an avid traveler, already visiting multiple countries around the globe, finding new and exotic places to enjoy his hobbies.
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 future growth, our commitment is to making your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.