Stacy L Bone

Senior Vice President, Private Client Manager

Professional Profile

Stacy Bone is a Senior Vice President and Private Client Manager with Bank of America Private Bank, with over 23 years of experience assisting high net worth individuals and families with wealth management needs. She is responsible for understanding clients' unique needs, providing guidance, and coordinating with the appropriate client team specialists to help devise and implement a comprehensive wealth management strategy. This includes investment management, wealth structuring, customized credit and preferred banking. Stacy is the credit specialist on her client relationships, advising on custom credit solutions for their complex financing needs. Stacy also collaborates with a client’s external tax and legal advisory team, as appropriate, to coordinate cohesive strategies across multiple disciplines.

Stacy commenced her financial services career with Deloitte in 1992, where she spent five years as a Senior Manager in National Human Resources Management in Wilton, CT, and over six years as a Senior Tax and Financial Planning Manager in the Private Client Group in Stamford, CT. In 2004, she joined Wachovia Wealth Management in Greenwich, CT where she was a Senior Financial Planner for over four years. For the seven years prior to joining Bank of America in 2015, Stacy was a Senior Vice President and Private Banker with Wells Fargo Private Bank in Greenwich, CT, where she delivered wealth management and credit solutions to high net worth clients.

Stacy graduated from The University of South Dakota with a B.S. in Business Administration, and M.B.A. in Management.  In addition, she holds the CERTIFIED FINANCIAL PLANNER™ certification. Stacy is a volunteer with Food Rescue US.

Note: Stacy does not provide tax advice in her role at Bank of America.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

EDUCATION

  • The University of South Dakota

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.