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Jason A Stahl

Vice President, Associate Wealth Strategies Advisor

Professional Profile

Jason Stahl is a Vice President and Associate Wealth Strategies Advisor at Bank of America Private Bank.  In his role, Jason is responsible for developing and implementing comprehensive strategies that assist clients with complex financial needs such as preservation, transfer and management of wealth by accessing our broad range of wealth management investment, fiduciary and banking services.  

Previously, Jason was a client sales and service officer in Florham Park, NJ, where he worked with a team to provide our services and support to clients.  

Prior to joining the Private Bank, Jason was responsible for managing the day-to-day service needs of clients, as well as coordinating event activity in the New Jersey market for clients, prospects, and professional partners at Wells Fargo Private Bank.  He was also a web marketing project manager for LexisNexis Martindale-Hubbell, and a research analyst for a startup long-only global equity fund.  

Jason earned his BA degree in History from Vassar College with a minor in Quantitative Economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant.

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

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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

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.

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.