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.
Joanne Steenson is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Los Angeles, California. She works closely with a diverse group of ultra-high-net-worth families and individuals, including corporate executives, entrepreneurs and real estate investors. By getting to know clients well, she can connect them with resources to address their specific wealth management objectives.
Joanne is the primary point of contact for a team of specialists from the Private Bank. Together, they can design and deliver offerings that may include strategies for investment management, wealth structuring and philanthropy; trust and estate planning services; and specialized banking and lending solutions.
Joanne has over 40 years of financial services experience, including more than 20 years serving high-net-worth clients. She is committed to building and sustaining long-term client relationships, some of which began with her previous role in Bank of America’s Premier Banking division. As a self-described problem-solver, she believes in “going the extra mile” for clients and helping them find innovative solutions to complex financial challenges.
Joanne joined the Private Bank (formerly U.S. Trust) in 2008. She began her financial career at Bank of America in 1979, after graduating from Loyola Marymount University with a Bachelor of Arts degree in business administration. A passionate traveler, she has toured extensively in Africa, Asia and Europe. She has also visited nine Canadian provinces and 37 U.S. states.
- Loyola Marymount University
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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.