Stephanie (Steph) L Wells

Senior Vice President, Senior Trust Officer

Professional Profile

Steph is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank. She oversees the fiduciary administration of trusts, retirement accounts, and investment management accounts as well as manages the review of estate plans and recommends necessary updates to estate planning documents. She also serves as a point of contact for her clients.

Steph has over 14 years of trust administrative experience. Prior to joining the Private Bank at Bank of America in 2005, she worked in the trust department at United Bank in Wheeling, West Virginia.

Steph earned her B.A. in Business Administration from West Virginia University. She also holds her Certified Trust and Financial Advisor designation, completed in conjunction with ABA Trust School in 2011.

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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.

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.