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.
Stacie Aubrey is a Managing Director and Senior Trust Officer at Bank of America Private Bank in West Hartford, Connecticut. Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Stacie is responsible for providing financial strategies, services and industry knowledge to clients. She specializes in trusts, estate planning and retirement planning.
Prior to joining Bank of America in 2004, Stacie worked for Merrill for four years where she managed a staff of eight while administering a high-net-worth book of trust accounts. She previously worked in New York City at Citigroup as a Trust and Estate Officer and at Davis Polk & Wardwell.
Stacie received a B.A. in economics and policy studies at Dickinson College in Carlisle, Pennsylvania. She has over 20 years’ experience in Trust and Estate Planning.
Stacie is an active member and Director of the Estate and Business Planning Council of Hartford and is on the Finance Committee at Winding Trails in Farmington, Connecticut.
Stacie does not provide legal 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.