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 and often across the US. With over 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 and business owners navigating a variety of transitions.

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 and has worked in many areas of banking and finance throughout his career.  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 the chair for Bank of America’s Military Support and Assistance Group Nashville chapter.

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

ORGANIZATIONS

  • Junior Achievement of Middle Tennessee - Board member
  • Tennessee Performing Arts Center - Board member

EDUCATION

  • Belmont University - Jack C. Massey Graduate School of Business
  • Daviess County High School (Owensboro, KY)
  • Western Kentucky University

LANGUAGES

  • English

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

Emily V Bratton

Private Client Manager

615.749.4480

Megan Davis

Senior Trust Officer

615.749.3906

Royal H. Fowler

Portfolio Manager

615.749.3801

William (Bill) Hirschman

Portfolio Manager

615.749.3515

Key Contacts

Christy M Heinbockel

Private Bank Senior Associate

615.749.4228

Carla Rios

Private Bank Senior Associate

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 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.