Stacey D Sturgess

Senior Vice President, Senior Trust Officer

Professional Profile

Stacey Sturgess is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank. She focuses on trust administration and helps clients pursue their individual goals in estate planning, wealth transfer, and philanthropy. Stacey understands the uniqueness of each client's situation and provides great insight into the wealth management needs of high net worth individuals and families.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016, Stacey worked at BOK Financial in the Fiduciary Tax group. Her practice at BOK focused primarily on complex fiduciary tax matters in relation to the death of a client.

Stacey earned her B.S. in Psychology at Pittsburg State University and her J.D. at the University of Tulsa College of Law. She is an active member of the Tulsa Estate Planning Forum and serves as Vice-President for the Board of Directors of Street School.

Stacey does not provide legal or tax advice in her role at Bank of America Private Bank.

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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.

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.