Steven (Steve) Block

Senior Vice President, Private Client Advisor

Professional Profile

Steven Block is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He leads a team of specialists that provide strategic guidance and tailored recommendations for high-net worth individuals and their families. Specific areas of focus include investment management, custom lending, trust and estate planning services and philanthropic services. His depth of experience gained through more than two decades in the financial services arena enables him to focus on relationships with corporate executives, business owners, entrepreneurs, and family office executives in Greater Los Angeles and the San Fernando/Conejo Valleys.

Prior to joining U.S. Trust, Steven was a Senior Client Manager in the Global Commercial Bank at Bank of America. Drawing from the bank’s full complement of services, his team provided business owners with credit and treasury products including asset-based and cash flow lending. The team worked closely with middle-market public and private companies providing them with strategic debt, treasury and capital markets solutions.

Steven holds a Master’s Degree in Business Administration from the Garvin Graduate School of International Management (Thunderbird) in Arizona and a Bachelor’s Degree in Business Administration from American University in Washington, D.C. Steven is a Committee Member of the Jewish National Fund’s Commercial Real Estate Group, a Facilitator of the Century City Business Forums International (BFI), and a Regional Council Representative for Bank of America in the Tri-Valleys. He is a past President of the American Parkinson’s Disease Association and is a past Advisory Board Member for the California State University Northridge Business School (CSUN). In his spare time, Steve volunteers as a coach for his daughter’s basketball team in the San Fernando Valley.

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Sabraann (Sabra) Stevens

Private Client Manager

805.557.3709

Shane A Hall

Private Client Advisor

213.861.5174

David L Bigger

Senior Trust Officer

805.557.3712

Rosemary L Ringwald

Wealth Strategies Advisor

310.785.6119

Key Contacts

Lisa Garmon

805.557.3723

Alma Jimenez

805.557.3719

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

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.