Steve Boland
Steve Boland is a Vice President, Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. Steve delivers the Private Bank platform to individuals, families, and institutions. Steve and a team of wealth management associates integrate the Private Bank Capabilities around each client, including portfolio management, wealth strategy, and trust services as appropriate.
Steve started with the Private Bank in 2019 as a Wealth Management Analyst, working with the Charlotte teams in Relationship Management, Trust & Wealth Structuring, Investment Management and Custom Lending. Steve also previously worked for Bank of America on the Merrill Edge platform where he helped revamp the project delivery process to enhance product management. Steve always held an interest in enhancing client experiences and now utilizes the Private Bank platform to deliver a higher level of resources to our clients, concentrating on clients' credit and deposit needs. Steve previously led Talent Management System at the Enterprise level for Bank of America's Intergenerational Employee Network. Steve also formerly co-led the Opportunity & Inclusion Sub-Committee for the Wealth Management Analyst Program.
Steve holds a B.A. in public policy from Duke University. Steve also serves on the Board of Directors for Carolina Youth Coalition, a college-access nonprofit organization that prepares high-achieving, under-resourced high school students to receive admission to and graduate successfully from college. Additionally, Steve serves as President for Charlotte Young Professionals Group and on the Duke Charlotte Regional Board as a Duke Next G.E.N. representative. Steve is a CERTIFIED FINANCIAL PLANNER® professional and a Sports and Entertainment Accredited Wealth Management Advisor™ designee.
During his free time, Steve enjoys spending time with family and playing golf.
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 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 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.