Stefan Nicholas

Senior Vice President, Private Client Advisor

Professional Profile

Stefan Nicholas is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Chevy Chase, Maryland.  He works with a diverse clientele that includes ultra-high-net-worth individuals, families and business owners. Stefan is committed to helping clients develop and implement customized wealth management strategies based on a thorough understanding of their personal values, goals for managing and transferring wealth, and vision for their financial legacy. 

As the leader of a Private Bank team, Stefan brings together specialists with deep skills and experience. Together, he and the team help clients develop innovative advice and guidance tailored to their individual wealth management objectives. They can deliver strategies for investment management, wealth transfer and philanthropy, as well as credit and lending solutions. The team also designs succession planning strategies for owners of privately held companies.

Stefan began his banking career in 2012. He joined the Private Bank (formerly U.S. Trust) in 2017.  Before that, he practiced law for 15 years in New York and Washington, D.C.  However, he does not provide legal or tax advice in his role at the Private Bank. 

Stefan holds a B.A. degree in international relations from Georgetown University, an M.A. degree in foreign affairs from the University of Virginia, and a J.D. degree from the University of Virginia School of Law. He is a member of the American Bar Association, the Estates and Trusts Bar of the District of Columbia, and the Estate Planning Council of both Washington, D.C. and Montgomery County, Maryland. He serves on the advisory board for the Community Foundation of Montgomery County.


*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Petro (Peter) Zouzoulas

Private Client Manager

202.442.7536

Connie A Torabian

240.380.1742

Christopher Tate

Wealth Strategies Advisor

240.380.1723

Michael J Sellers

Portfolio Manager

202.442.7330

Benjamin A. Hilyard

Senior Trust Officer

240.380.1729

Erica L Webber

Senior Trust Officer

703.761.9228

Zachary A Cohen

Wealth Strategies Advisor

240.380.1726

Cynthia S Prentiss

Portfolio Manager

202.442.7324

Aaron Wall

Portfolio Manager

202.442.7309

Key Contacts

Crystal Solano

202.442.7529

Emily Spagnolo

202.442.7438

Let's Have A Conversation

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 (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.