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Mark Peterson

Managing Director, Wealth Strategies Advisor at Bank of America Private Bank

Mark Peterson is the Managing Director and Wealth Strategies Advisor at Bank of America Private Bank. He has extensive experience in financial planning and wealth management, focusing on delivering tailored strategies to high-net-worth clients. His role involves guiding clients through complex financial landscapes, ensuring their investment and wealth management needs are met effectively.

Previously, Mark worked at Wells Fargo, where he developed a strong foundation in financial advisory services before transitioning to Bank of America Private Bank. His expertise encompasses various aspects of wealth management, including investment strategies, tax planning, and retirement solutions.

Mark holds several professional designations, including Certified Financial Planner (CFP), which underscores his commitment to providing comprehensive financial advice. His approach emphasizes understanding each client's unique goals and aligning financial strategies accordingly.

For more details about his professional background and expertise, you can view his LinkedIn profile here .12

Highlights

Oct 9 · contactout.com
Mark Peterson Email & Phone Number | Senior Financial Executive
Apr 3 · forbes.com
Forbes 2024 America's Top Wealth Advisors List - SHOOK Research ...

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Mark Peterson
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Location

Los Angeles, California, United States