Stephanie Dobson is a Managing Director and Private Client Advisor with Bank of America Private Bank in Saint Louis, Missouri. Stephanie works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Stephanie and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending, and philanthropy.

Stephanie has worked in the financial services industry for over 20 years. Prior to joining Bank of America Private Bank in 2024, she served as Executive Director at JP Morgan Private Bank helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Banker with JP Morgan Private Bank.

Stephanie obtained a B.A in Economics and Business from Vanderbilt University. She currently serves on the board of Books for Newborns. She previously sat on the board of directors for the Professional Women’s Alliance, Lydia’s House, and St. Louis Vanderbilt Alumni Chapter. She was previously involved with the Government Finance Association as well as Women in Finance.  Stephanie also was a co-founder and Regional Lead for Women & Wealth Strategies at JP Morgan Private Bank as part of their Diverse Wealth Strategies.

Stephanie lives in Brentwood Missouri with her husband and three children (11, 8, and 5). She spends time outside of work volunteering with the kid’s activities such as Girl Scouts and swim team. Also, she is an avid runner, cyclist, weightlifter, and is a cancer survivor.