Stacy L Bone

Professional Profile

Stacy Bone is a Managing Director and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut, with over 25 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, trust and estate planning, business succession, charitable giving, customized credit for complex financing needs, liquidity strategies and preferred banking. 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, Connecticut, and over six years as a Senior Tax and Financial Planning Manager in the Private Client Group in Stamford, Connecticut. In 2004, she joined Wachovia Wealth Management in Greenwich, Connecticut, 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, Connecticut, 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. Stacy is a volunteer with Big Brothers Big Sisters of Connecticut and Food Rescue US. She is a member of the Estate Planning Council of Lower Fairfield County.