Scott A Staropoli

Managing Director, Private Client Advisor

Professional Profile

Scott Staropoli is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc. with over 25 years of experience in the financial services industry.  As a Managing Director and Private Client Advisor at Bank of America Private Bank, Scott works closely with high net worth clients to develop comprehensive and integrated strategies for the management of their wealth. To that end, Scott leads an experienced team of professionals who strive to deliver tailored financial strategies including: investment management, trust and estate planning services, lending solutions and private banking.

Prior to joining Bank of America in 2001, Scott worked for JP Morgan's Private Bank and JP Morgan Investment Advisors in New York City. As a Senior Vice President, Scott worked primarily on investment management relationships for high net worth individuals, families and foundations.


*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.