Nader Razavi is a Managing Director and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. Nader works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Nader and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Nader has worked in the financial services industry for 20 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2023, he served as a Relationship Manager at JP Morgan Chase helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Senior Private Wealth Advisor with MUFG Union Bank.
Nader obtained a Bachelor of Arts in Economics and a Minor in Management from University of California, Irvine. He also completed the Personal Financial Planning Program at University of California, Irvine. Nader is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant awarded by the Certified Financial Planner Board of Standards, Inc.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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 familieis, 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 priotity. 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.