Scott Staropoli holds the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc., and has over 20 years of experience in the financial services industry. As a Managing Director and Private Client Advisor at Bank of America Private Bank in Princeton, New Jersey, Scott works closely with ultra-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. He values attention to detail and sets an extremely high standard of personal service for clients and their families. Scott's clients include many prominent corporate executives, privately held real estate families and successful entrepreneurs.
Scott believes success comes from carefully listening to his clients and then passionately helping them pursue their financial goals. With the tremendous resources available to him at Bank of America, he and his team can access extensive capabilities and expertise to effectively address even the most complex wealth management situations. Scott also believes 20 years of wealth management experience in a private banking setting offers a distinct advantage for ultra-high-net-worth families as they navigate critical wealth management choices and opportunities.
Scott started his career at U.S. Trust in 2001, and joined Bank of America in 2007 when both organizations merged. Previously, he 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. Scott and his wife Linda live in Bucks County where they enjoy spending time with their two sons, Curtis and Ryan. Scott is active in the community and currently serves as a member of the Yardley Borough Civil Service Commission. When not working, you will most likely find Scott and his family enjoying the outdoors, playing various sports or spending time in their home at the Jersey Shore.
\*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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.