Stephanie Burkett

Senior Vice President, Private Client Manager

Professional Profile

Stephanie Burkett is a Senior Vice President and Private Client Manager at Bank of America Private Bank, based in Tucson, Arizona. She works with diverse clients across the country, including ultra-high-net-worth individuals and families, international clients, and Tribal Nations. As their primary point of contact, Stephanie connects clients with an exclusive team of specialists from the Private Bank and its affiliates to deliver offerings based on each client’s wealth management goals.

Stephanie is skilled in fostering communication across multiple disciplines. She coordinates with portfolio managers, trust officers, credit specialists, and administrative staff to offer strategies for business succession, investment management and philanthropy; financial empowerment education; trust and estate planning services; and specialized financing and lending solutions. She works in concert with the client’s external professional advisors to implement strategies.

Stephanie joined Bank of America in 1993. She has been in her current role at the Private Bank (formerly U.S. Trust) since 2005. Previously, she was a client manager for eight years at Merrill Private Wealth Management (formerly the Premier Banking & Investments Group) and a relationship manager with Bank of America. She received her Bachelor of Science degree in business management from University of Phoenix. Stephanie is a member of the Southern Arizona Estate Planning Council.

Stephanie travels extensively and has lived in Arizona, California and Texas. She enjoys the outdoors and activities with her family.

LANGUAGES

  • English

ORGANIZATIONS

  • Southern Arizona Estate Planning Council

EDUCATION

  • University of Phoenix

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 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.