Stacey Sturgess
Stacey Sturgess is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Seattle, Washington. She works closely with high-net-worth individuals, families, business owners, and nonprofit organizations to help optimize and manage their wealth. Stacey leads a team of professionals, overseeing integrated strategy and disciplined implementation across investment management, trust and estate planning, wealth structuring, banking and lending, and philanthropy.
With nearly two decades in wealth management, Stacey brings deep expertise and an ability to connect with clients in all phases of life. She develops long-standing relationships grounded in a thorough understanding of each client's unique circumstances. As a trusted advisor, she prioritizes transparency and a client-first approach in every client relationship.
Stacey joined the Private Bank in 2016 as a Senior Trust Officer from the fiduciary tax group at BOK Financial, where she specialized in estate tax matters. She earned her B.S. in Psychology from Pittsburg State University and her J.D. from the University of Tulsa College of Law. She does not provide legal or tax advice in her current role at the Private Bank.
Stacey serves on the Board of Directors for IslandWood, an environmental education nonprofit dedicated to providing meaningful, nature-based learning experiences for the region's children. She lives on Bainbridge Island with her husband and three children, where she enjoys cheering on her sons' baseball games and horseback riding with her daughter.
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.