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.
Trajan Sung is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach California. Trajan works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Trajan and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
Trajan has worked in the financial services industry for 11 years. Prior to joining Bank of America Private Bank in 2022, he served as Senior Private Wealth Advisor at Union Bank Private Wealth Management, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Relationship Manager with HSBC Bank.
Trajan holds the CERTIFIED FINANCIAL PLANNER™ certification. He also earned the Accredited Wealth Management AdvisorSM designation.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*The College for Financial Planning Institutes Corp. owns the service marks Accredited Wealth Management Advisor℠, AWMA®, and the AWMA® logo, and the certification marks Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo.
- California State University Los Angeles
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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.