Alan Epperson

Senior Vice President, Private Client Advisor

Professional Profile

Alan Epperson is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Newport Beach, California. Mr. Epperson has over 30 years of experience working with high net worth individuals and business owners. He works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Alan leads a team of seasoned professionals to deliver services in private banking, investment management, lending, legacy planning, trust administration, tax planning, real estate advisory, philanthropy and other financial services.

Prior to joining U.S. Trust, Mr. Epperson was a Senior Vice President, Regional Business Banking Manager at Wells Fargo Bank where he led business banking teams in Orange County, California for more than 18 years.

Mr. Epperson earned a B.S. in Business Administration/Finance from San Diego State University and has been actively serving on non-profit boards for two decades in Orange County. He is currently the board vice chair of the Child Abuse Prevention Center in Anaheim, California.

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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


You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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.

At U.S. Trust, 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.