Stefan Nicholas

Senior Vice President, Private Client Advisor

Professional Profile

Stefan is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Chevy Chase, Maryland.  He works with high net worth individuals, families and business owners to develop customized plans and to implement solutions based on a thorough understanding of their personal values, wealth management and wealth transfer goals and their vision for their legacy.  Stefan leads a team of specialists highly skilled in creating innovative strategies for investment management, wealth transfer, lending, philanthropy and succession planning for owners of privately-held companies.

Stefan graduated from Georgetown University with a Bachelor of Arts in International Relations in 1991 and earned a Master of Arts in Foreign Affairs at the University of Virginia in 1994 and a Juris Doctorate at the School of Law at the University of Virginia in Charlottesville, VA in 1997. 

Prior to working in the financial services industry, he practiced law for 15 years in New York and Washington, DC.  Stefan is admitted to practice in the District of Columbia and the State of New York and is a member of the American Bar Association, the Estates and Trusts Bar of the District of Columbia and the Estate Planning Council for each of Washington, DC and Montgomery County.  He is very active in his community and currently serves on the Advisory Board for the Community Foundation of Montgomery County.

Stefan lives in Bethesda, Maryland.

(Stefan does not provide legal or tax advice in his role at Bank of America Private Bank.)

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

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Petro (Peter) Zouzoulas

Private Client Manager

202.442.7536

Connie A Torabian

240.380.1742
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Christopher Tate

Wealth Strategies Advisor

240.380.1723
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Michael J Sellers

Portfolio Manager

202.442.7330

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.