At Bank of America Private Bank, 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.
Ashley Steele is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Atlanta, Georgia. With a decade of experience in wealth management, she provides highly personalized service to high and ultra-high-net-worth clients. Ashley enriches the client experience with clear communication to the client and their outside advisors, including their accountants and attorneys, to implement their wealth transfer goals in the context of their estate plans. Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. She is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Private Bank specialists to assist, as appropriate.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2014, Ashley worked in trust administration for Wells Fargo Wealth Management. She participated in internships at Bank of America in Providence in 2009 and Atlanta in 2010. Ashley graduated from Campbell University in trust and wealth management and also holds a Masters of Business Administration from Campbell University. Ashley holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. She is also a member of the Atlanta Estate Planning Council.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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.