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    Alan Epperson

    Senior Vice President, Private Client Advisor

    Alan Epperson is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Newport Beach, California, with over 30 years of experience in serving high net worth individuals and business owners.

    Mr. Epperson is known for his expertise in wealth management, working closely with high-net-worth individuals, families, business owners, and philanthropists to provide a wide range of financial services.

    He leads a team of professionals specializing in private banking, investment management, lending, legacy planning, trust administration, tax minimization, real estate advisory, and philanthropic services.

    Before his role at Bank of America Private Bank, Alan Epperson held the position of Senior Vice President, Regional Business Banking Manager at Wells Fargo Bank, where he managed business banking teams in Orange County for over 18 years.

    He holds a Bachelor's Degree in Business Administration/Finance from San Diego State University and has been actively involved in serving on non-profit boards in Orange County for two decades, currently serving as the board chair of The Priority Center in Anaheim, California.

    Alan Epperson
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    Location

    Orange County, California Area