Steven Schiff, CFP®* is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in South Florida. He works closely with high- and ultra-high-net-worth individuals and families to optimize and streamline their wealth management, aligning resources and capabilities with their immediate needs, as well as long-term objectives. A veteran team leader, he is skilled in helping to unwind the complexities and capitalize on the opportunities that can accompany significant wealth.
He offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities and specialists within the enterprise. Steven starts by learning the priorities, values and goals of each client and then guides them through a broad range of investment, wealth structuring, trust and estate planning, next generation education, specialized credit and philanthropic strategies, as well as traditional banking services.
Prior to joining Bank of America Private Bank, Steven was a wealth advisor with Truist (and its predecessor, SunTrust Bank) and previous to that was an analyst with JP Morgan Private Bank. He received his bachelor’s degree in finance from The University of Florida and was a member of Florida Blue Key, the oldest and most prestigious leadership honorary in the state of Florida.
Active in his community, Steven is involved with The Boys & Girls Club of Palm Beach County, The Best Foot Forward Foundation, and the Jewish Federation of Broward County where he is a graduate of the organization’s Horizons Leadership Program. Steven resides in Boca Raton with his wife Stephanie and their two children. In his free time, Steven enjoys playing golf, tennis and running. He has completed several marathons and half marathons, and is striving to qualify for the Boston Marathon.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Steven does not provide tax advice in his role with Bank of America Private Bank.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.