Steven Lee
Steven Lee is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Seattle, Washington. With over 20 years of experience in client-facing roles within the financial services industry, he specializes in helping high-net-worth individuals and families navigate the complexities of managing their wealth. Steven and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives.
Steven takes a client-first, relationship-driven approach, providing thoughtful guidance tailored to each client’s distinct goals and circumstances. He brings a deep understanding of the financial, personal, and generational dynamics that come with significant wealth. Steven delivers a full spectrum of financial solutions ranging from investment management, banking and lending through Bank of America to more advanced planning in tax mitigation, wealth transfer, and philanthropic strategies designed to build and sustain lasting legacies. To ensure seamless and fully integrated solutions, he collaborates closely with his clients’ attorneys, CPAs, and other trusted advisors.
Prior to joining Bank of America Private Bank, Steven served as a private banker at Citi. He holds a bachelor’s degree in Finance from Georgetown University’s McDonough School of Business.
Outside the office, Steven and his wife, Lila, share a love for travel. When he is not exploring new destinations, Steven enjoys camping, hiking, and cycling, and he is an avid enthusiast of cars and timepieces.
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.