Steven (Steve) D Mason

Senior Vice President, Private Client Advisor

Professional Profile

Steve Mason is a Senior Vice President and Private Client Advisor at Bank of America Private Bank.  Steve leads a team of experts helping individuals, families, and foundations to preserve and grow their assets in a responsible way that aligns with their mission and goals.  Steve and his team serves his client’s holistic needs in every facet of Private Banking – Credit, Trust and Estate Planning, Tax and Legal Strategy, and Investment Management (including traditional, specialty asset, alternative, and socially innovative investments).  

From his office in Nashville, Steve covers all of Kentucky and Tennessee and spends a great deal of time in both of these amazing states. He is from Kentucky and lives on a small horse farm outside of Franklin, TN and loves working with clients who are in the equine industry, those who invest in horses and those simply have a passion for horses. 

Many in his family are involved in various aspects of music and film production so he also enjoys working with clients in these industries as well.

Steve is a long-time Bank of America teammate and has over 20 years of leadership experience across multiple disciplines, including leadership positions in Consumer and Small Business Banking, Global Tech and Ops, and Global Wealth & Investment Management.

Steve holds a Master of Business Administration in Finance from the Jack C. Massey Graduate School of Business at Belmont University in Nashville, TN and a Bachelor of Arts degree in Marketing from Western Kentucky University in Bowling Green, KY.

Steve and his wife have three children and all of his outside activities tie back to their family activities and interests. He represents the bank on the board for Junior Achievement of Middle TN and is the past board chair for Junior Achievement of the Chisholm Trail in Fort Worth, TX. He is also on the board for the Tennessee Performing Arts Center (TPAC). He has coached youth soccer, baseball, and basketball. He is an active member at his church and has participated in mission trips abroad. He is a member of the Arts and Business Council of Greater Nashville and of the American Horse Council.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

Madeleine (Sloan) Sloan Crawford Allen

Private Client Manager

615.749.3612

Suzanne B. Smith

Private Client Manager

615.749.3032

Royal H. Fowler

Portfolio Manager

615.749.3801

William Hirschman

Portfolio Manager

615.749.3515

Megan Davis

Senior Trust Officer

615.749.3906

Emily V Bratton

Trust Officer

615.749.4480

Kristine (Kris) Lier

Wealth Strategies Advisor

615.749.3496

Key Contacts

Christy M Heinbockel

615.749.4228

Carla Rios

615.749.3045

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.