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.
Steven Raymond Dias
Managing Director, Private Client Advisor
Professional Profile
Steven Dias is a Managing Director and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. A strategic and experienced team leader, he enjoys building and enhancing relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven applies his experience to help the owners of private companies address the unique challenges associated with owning, growing, and selling a business. Steve and his team provide professional oversight with respect to cash flow management, tax minimization strategies, banking and lending solutions, business succession, legacy planning, and philanthropic strategies to pursue their charitable endeavors.
Working in concert with a team of dedicated specialists, Steven helps connect clients to the global resources and capabilities at Bank of America that align with their distinctive needs. Steve has extensive experience in creating specialized lending solutions for the purchase of real estate, airplanes, yachts, marketable securities, fine art and collectables.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2012, Steven was a Vice President for U.S. Bank’s business banking and lending group for seven years. He began his career in 2003 as a Client Manager and Investment Advisor for Western Financial Bank.
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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
Key Contacts
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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.
