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.
Michael Stogner is a Managing Director, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in Atlanta, Georgia. Michael has over two decades of experience serving the needs of corporate executives, high-net-worth families, private foundations, and nonprofit institutions. He offers a highly customized approach, connecting clients to the resources and capabilities that align with their immediate needs, as well as their long-term objectives. A veteran team leader, he is skilled in helping clients unwind the complexities and capitalize on the opportunities that can accompany significant wealth.
Michael’s tenure and continuity with the firm heighten his effectiveness in addressing the subtleties of each client’s situation. He directs a multi-disciplinary approach, collaborating with specialists in investments, trust and estate planning, credit and banking, business executive services, and philanthropy. As an Institutional Client Advisor, Michael also supports nonprofit organizations in their efforts to optimize their endowments, enhance their organizational capacity, and fulfill their missions.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 1995, Michael was a Senior Tax Associate with Coopers and Lybrand. He has completed executive education through the Stanford Graduate School of Business and the Wharton School at the University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® designation. He earned his B.S.B.A. in accounting from Old Dominion University.
Michael is a member of the Atlanta Estate Planning Council. He also volunteers with a number of youth athletic organizations in the greater Atlanta area, is a current board member of the Atlanta Community Food Bank and is past chairman and current member of Fowler YMCA in Gwinnett County.
Michael does not provide tax advice in his role with Bank of America Private Bank.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]
- Atlanta Communtiy Food Bank Board of Directors
- Robert Fowler YMCA Board of Directors
- Old Dominion University
- Stanford University Graduate School of Business
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.