Steven (Steve) D Mason

Senior Vice President, Private Client Advisor

Professional Profile

Steve Mason is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  Steve leads a team of experts helping individuals, families, and foundations to preserve and grow their assets in a responsible way that aligns with their mission and goals.  Strategies include wealth structuring, trust and estate planning, custom credit and lending, private banking, strategic philanthropy, and investment management - including traditional, specialty asset, alternative, socially innovative, and capital market investments.  

Steve is a long-time Bank of America teammate and has over 20 years of leadership experience across multiple disciplines, including leadership positions in Consumer and Small Business Banking, Global Tech and Ops, and Global Wealth & Investment Management.

Steve holds a Master of Business Administration in Finance from the Jack C. Massey Graduate School of Business at Belmont University in Nashville, TN and a Bachelor of Arts degree in Marketing from Western Kentucky University in Bowling Green, KY.

Steve is a native of Kentucky and now resides in Middle TN with his wife, Amy-Beth, their three children, three horses, and numerous other animals. He represents the bank on the board for Junior Achievement of Middle TN and is the past board chair for Junior Achievement of the Chisholm Trail in Fort Worth, TX. He has also served on the Keller Independent School District Improvement Council and has coached youth soccer and baseball. In his free time, he is an active member at his church and has participated in mission trips abroad.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

Royal H. Fowler

Portfolio Manager

615.749.3801

Sloan C Allen

Private Client Manager

615.749.3612
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Suzanne B. Smith

Private Client Manager

615.749.3032
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Megan Davis

Senior Trust Officer

615.749.3906
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Emily V Bratton

Trust Officer

615.749.4480

Key Contacts

Karen R Peek

615.749.3694

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.