Stacey D Sturgess

Professional Profile

Stacey Sturgess is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Seattle, Washington. As the key point of contact for both new and long-term client relationships, she coordinates with a team of specialists from the Private Bank to design and deliver offerings tailored to each client’s wealth management objectives. These may include strategies for investment management, wealth transfer and business succession planning; trust and estate planning services; and strategic banking and lending solutions.

Stacey enjoys connecting and finding common ground with a wide range of high-net-worth clients, from technology executives and business owners anticipating liquidity events, to multigenerational families. She understands the uniqueness of each client’s financial situation and is committed to making service a top priority.

Before she relocated to Seattle, Stacey was a Senior Trust Officer with the Private Bank in Tulsa, Oklahoma. In that role, she focused on trust administration and helped clients pursue their estate planning, wealth transfer and philanthropy goals. She joined the Private Bank (formerly U.S. Trust) in 2016 from the fiduciary tax group at BOK Financial, where she specialized in estate tax matters. Stacey earned her B.S. degree in psychology at Pittsburg State University and her J.D. degree at the University of Tulsa College of Law. She does not practice law in her current role at the Private Bank.

Stacey serves on the Board of Directors for IslandWood, an environmental educational non-profit that focuses on providing access to meaningful, nature-based learning experiences for the region's children. Stacey lives with her husband and three children on Bainbridge Island, where she enjoys spending time outdoors hiking, cheering on her boys' baseball games, and horseback riding with her daughter.