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.
Tagore “Tag” Evans is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Century City, California. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Tag is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Prior to joining Bank of America Private Bank in 2020, Tag was a Senior Trust Advisor with The Northern Trust Company on the company’s high-net-worth wealth advisory team in Dallas, Texas. He spent two years as a Probate and Trust Administrator with Bank of America NTSA, then the next 17 years with Fidelity Personal Trust Company, FSB as a Senior Trust Relationship Manager in Southern California.
Tag Evans holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers and earned his Bachelor of Science degree in Industrial Technology from San Diego State University.
He served on the Board of Directors for the Dallas Estate Planning Council. Tag is a Southern California native and has two adult sons. He lives in The Palisades Highlands with his wife of 30 years and their 15 year old Labradoodle.
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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.