Alan Epperson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Alan works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Drawing on more than 30 years of experience, he leads a team of seasoned professionals who work in concert to uncover possible efficiencies in multiple wealth disciplines: private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy and other financial services.
Prior to joining the Private Bank (formerly U.S. Trust), Alan was a Senior Vice President and Regional Business Banking Manager with Wells Fargo Bank, where he led business banking teams in Orange County, California, for more than 18 years. He earned his B.S. in Business Administration and Finance from San Diego State University.
Alan has served on a number of non-profit boards for over two decades in Orange County.
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.