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.
Stephanie Lyman is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charlottesville, Virginia. Working closely with high-net-worth clients and their families, she takes great satisfaction in her ability to help them manage their often complex and sophisticated financial lives. Stephanie prides herself on her ability to explain complex topics in easy-to-understand language so clients can make informed decisions about their wealth.
As their primary point of contact, Stephanie applies her extensive experience and the global resources of Bank of America to help provide strategic guidance with respect to custom credit and lending solutions for short-term liquidity needs and long-term financial goals. To aid her in addressing clients’ unique financial priorities, she works with a team of dedicated specialists to offer tailored strategies across multiple disciplines, including investment management, wealth structuring, and trust and estate planning services.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) as a trust officer in 2016, Stephanie spent 15 years working in the private wealth group at SunTrust Bank. Over the course of her career, she gained experience helping multiple generations of high-net-worth families with a variety of wealth management, banking, and lending needs.
Stephanie earned her Bachelor of Arts degree from the University of Virginia, and she holds the CERTIFIED FINANCIAL PLANNER™ certification. Her hobbies center around traveling, reading, and taking family adventures with her husband, Thad, and their two children. She also enjoys watching her son and daughter play baseball and softball and is an active volunteer with Central Little League in Charlottesville.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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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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.