At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Sheila D. Stinson
Senior Vice President, Private Client Advisor
Professional Profile
Sheila Stinson is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in the Washington, D.C. area. For more than two decades, she has helped high- and ultra-high-net-worth clients create strategies designed to manage their wealth so they can experience more freedom to pursue the lives they envision.
Sheila’s clientele includes business owners, entrepreneurs, executives and multi-generational families. She is passionate about working with women, including business owners and entrepreneurs who often have overcome challenges to achieve financial success. She has extensive experience working with people who have acquired sudden wealth through the sale of a company, divorce or inheritance.
Sheila leads a team of specialists who deliver proactive and highly customized services, including investment management and philanthropic strategies, trust and estate planning services, and customized credit and lending solutions. Prior to joining the Private Bank (formerly U.S. Trust) in 2019, Sheila held similar roles with local boutique multi-family offices.
Sheila, a CERTIFIED FINANCIAL PLANNER™ professional, earned an M.B.A. degree with a concentration in finance from The George Washington University. She graduated cum laude from Florida State University with a B.S. degree in finance and real estate. She holds the Certified Trust and Fiduciary Advisor designation and is a Certified Divorce Financial Analyst® professional.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.
*CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™
EDUCATION
- Florida State University
- George Washington University
LANGUAGES
- English
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 for future growth, our commitment is to make your goals our priority.
