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.
Stacy Konstam is a Wealth Strategies Specialist at Bank of America Private Bank in Miami, Florida. Stacy works with clients to help identify their primary goals and needs, coordinating both local resources and national capabilities to help pursue clients’ objectives. She strives to explain complex issues to clients in uncomplicated terms, helping raise awareness of how different lifecycle or business events can impact their family trusts, estate and gift tax liability, and the legacy they may wish to leave.
Stacy joined Bank of America Private Bank in 2021. Prior to joining Bank of America she worked at Crowe LLP in the Global Private Client Services department focusing on transfer tax compliance and consulting. Stacy also interned with WE Family Offices' wealth planning department and worked as an estate planning attorney while completing her LL.M. Her experience has brought her much insight into the wealth management needs of high-net-worth individuals and families.
She received her J.D. from Nova Southeastern University, Shepard Broad College of Law and earned her LL.M. in taxation from the University of Miami.
Stacy currently resides in South Florida, has a black belt in Tae Kwon Do, and is a certified keelboat sailor.
Stacy does not provide legal or tax advice in her role at Bank of America. Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, nor accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.