Patricia Chavez

Managing Director, Market Executive - Private Banking
12830 El Camino Real
San Diego CA 92130
(858) 847.6324
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Professional Profile

Patricia Chavez is a Managing Director and Market Executive for Bank of America Private Bank in San Diego, California. In this role, she leads a team of Private Bank professionals who deliver integrated strategic guidance across investment management, wealth structuring, trust and estate planning, philanthropy, and credit and lending. Patricia is responsible for elevating the client experience and ensuring the delivery of sophisticated, holistic solutions for high‑net‑worth individuals and families with complex needs. She also serves as the Market Integration Executive for the San Diego region, connecting teams across lines of business to drive responsible growth and deepen collaboration.
Previously, Patricia served as a Philanthropic Market Executive, partnering with nonprofit organizations, endowments, and foundations to enhance mission fulfillment and organizational stability through tailored strategies, fiduciary oversight, and administrative support. Before joining Bank of America Private Bank, she led the Business Banking market as a Market Executive for Bank of America.
Patricia earned her Master of Business Administration with a concentration in Finance from the University of La Verne and a Bachelor of Arts degree in Business Administration with an emphasis in Marketing from California State University, Fullerton. She is also a graduate of the Pacific Coast Banking School. Patricia is proud to be a third‑generation Bank of America employee.
Deeply engaged in her community, Patricia serves as the Executive Sponsor for the San Diego chapter of Bank of America’s LEAD for Women and serves on the Board of Trustees for the La Jolla Playhouse. She has previously served on the Board of Trustees for the Autry Museum of the American West and on the College of Business and Public Management Advisory Board at the University of La Verne.

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 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 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.