Daun L Stallons

Managing Director, Senior Trust Officer

Professional Profile

Daun L. Stallons is a Managing Director and Senior Trust Officer with Bank of America Private Bank. Daun focuses on the administrative and fiduciary matters for client relationships and oversees the administration of trusts when Bank of America Private Bank serves as a corporate trustee.

Daun has worked with high net worth and ultra high net worth families for 20 years, having spent 10 years with Wells Fargo prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2011. Daun holds the Certified Trust and Financial Advisor (CTFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications.

Daun prides herself in taking a holistic approach to clients’ financial and personal goals by integrating them into comprehensive yet practical plans. Leveraging tax regulations and estate planning techniques to her clients’ benefit and helping those clients understand the various approaches are hallmarks of Daun’s experience. Daun works closely with clients and their advisors to administer the trust per the terms of the document and within the current legal and tax confines, navigating through challenging issues while balancing the needs of all of the individuals involved.

Originally from Scotland, Daun was raised in San Luis Obispo, and graduated with an B.A from the University of Pacific. Daun lives in San Francisco and is an avid traveler.

*Daun does not provide tax or legal advice in her role with Bank of America.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Certified Tust and Financial Advisor disgination is sponsored by the ABA Institute of Certified Bankers.

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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.

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.