Bank of America Private Bank

Member Information

500 Newport Center Drive, Suite 300
Newport Beach CA , 92660
Phone:  9496150253
www.private.bankofamerica.com/alan.epperson/
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Member Description

Alan Epperson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Alan works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Drawing on more than 30 years of experience, he leads a team of seasoned professionals who work in concert to uncover possible efficiencies in multiple wealth disciplines: private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy and other financial services.
Alan has served on a number of non-profit boards for over two decades in Orange County. He is currently the board chair of The Priority Center in Anaheim

Member Classifications

Financial Services > Banking
Financial Services > Banks
Financial Services > Investment Services
Financial Services > Wealth Management

Member Contacts

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Mr. Alan Epperson