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.
Marshall Stevenson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas. Marshall works closely with individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, he strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Marshall looks to combine technical insight and acumen with an unwavering commitment to client service. He integrates the advice and guidance of internal teammates and specialists, as well as a clients’ attorneys and accountants to uncover possible efficiencies on both sides of a client’s balance sheet. Marshall believes that each client’s wealth framework should be as unique as his or her situation. He incorporates multiple factors within his approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Marshall is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.
Before joining Bank of America Private Bank, Marshall was a Private Banker with JPMorgan Chase for more than a decade. Previously, he was a Program Manager for the United Services Organization (USO) in Iraq, Kuwait and Afghanistan for three years. Prior to that, he was a financial professional with Wells Fargo Securities (formerly Wachovia Securities). He obtained his B.A. in business management from Dillard University in New Orleans.
In his free time, Marshall enjoys sports, international travel and resides here in Houston with his wife and son.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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.