Steven (Steve) D Mason

Senior Vice President, Private Client Advisor

Professional Profile

Steven Mason is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Nashville, Tennessee and Lexington, Kentucky, serving clients throughout both states. With two decades of banking experience, he connects clients in the equestrian, sports, arts, and entertainment industries to the global resources of the Private Bank. He also offers strategic guidance to help non-profit organizations pursue their missions. 

Steve works with a dedicated team of specialists to offer tailored strategies across multiple disciplines, including investment management, trust and estate planning services, and sophisticated credit and lending for acquisitions of real estate, fine art, personal aircrafts and luxury yachts. 

Steve began his career with Bank of America in 2000 as a financial center manager in Tampa and Nashville. He has served as a premier banking client manager and a premier banking market manager in Nashville; a consumer market executive and a program manager in Dallas; and a process design executive in California. In 2013, he joined SunTrust as a business development manager for the Bank At Work division in Atlanta. Steve returned to Bank of America in 2015 as a regional performance manager serving the consumer bank and joined the Private Bank in 2018. He earned his B.S. from Western Kentucky University and his M.B.A. from the Jack C. Massey Graduate School of Business at Belmont University.

Steve serves on the boards of the Tennessee Performing Arts Center and Junior Achievement. He is co-chair for Bank of America’s Military Support and Assistance Group and is a member of the Rockvale chapter of the Ruritan National civic organization, Masonic Lodge, and Scottish Rite.

Originally from Kentucky, Steve and his wife, Amy-Beth, live on a small farm in Rockvale, Tennessee with their three children. Actively involved with his church, his hobbies include watching sporting events, horse shows, concerts, and his children’s activities.

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

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.