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.
Senior Vice President, Private Client Manager
Stephanie Gormley is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Newport Beach, California. Over the course of her career, she has developed a thoughtful understanding of the issues that can impact the financial lives of high-net-worth clients and their families. Stephanie takes great satisfaction in making personal connections with clients and helping to simplify the complexities of significant wealth.
Drawing on her background in commercial banking, she takes an integrated approach to connect business owners and executives with the global resources and capabilities at Bank of America that align with their distinctive needs. Working with a dedicated team of private wealth management associates, Stephanie welcomes the opportunity to provide strategic banking and lending solutions for clients’ short-term liquidity needs and long-term financial goals.
Stephanie began her career in 2004 at Wells Fargo Bank as a business development officer and later assumed a senior relationship manager role. She joined Bank of America’s commercial bank in 2017 where she delivered tailored credit, deposit, and cash management solutions for privately held companies with annual revenues of over $5 million. Stephanie joined the Private Bank in 2021.
Stephanie earned her Bachelor’s degree in economics and international studies from the University of California, Irvine. An Orange County native, she and her husband are currently raising their daughter there. Stephanie is active in her community and volunteers with various organizations. Additionally, she enjoys volunteering at her daughter’s dance studio, running, reading, and traveling.
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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.