Jennifer Stapleton is a Private Client Advisor with Bank of America Private Bank in Florham Park, New Jersey. Applying more than 20 years of banking and investment experience, Jennifer guides business owners, entrepreneurs, senior executives, and families with inherited wealth in addressing their distinct wealth management priorities and intentions. She leads a team of professionals who work collaboratively to help clients pursue their objectives in areas ranging from investment management to wealth transfer, business succession planning, and customized credit and lending.
Jennifer focuses on building strong relationships that foster trust between client and advisor. She enjoys making personal connections and surrounding clients with a supportive team that suits their temperament and financial knowledge, as well as specialized wealth management needs. Responsiveness and availability are the foundations of her commitment to exemplary service.
Jennifer has focused on the needs of ultra-high-net-worth clients throughout her wealth management career. Prior to joining the Private Bank in 2018, she had brokerage roles at two New York City banks. She graduated from Kean University with a Bachelor’s degree in business management.
Jennifer brings high energy and a strong work ethic to every part of her life as a financial professional, working mother, and partner to her entrepreneur husband, John. When she isn’t working or raising two active young children, Jennifer enjoys golf, cooking, and celebrating Italian-American traditions with her extended family.
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.