Stephanie G Lyman

Senior Vice President, Private Client Manager

Professional Profile

Stephanie Lyman is a Senior Vice President and Private Client Manager for Bank of America Private Bank. Her responsibilities include delivering comprehensive credit & banking, wealth planning and fiduciary advice to high net worth clients and families. She works closely with a team of experienced professionals to offer financial planning, trust and estate administration, investment management, insurance, banking and customized credit solutions.

 

Stephanie joined the Bank of America Private Bank team in 2016, and she has over 18 years experience working with high net worth families.

 

Stephanie earned her Bachelors of Arts degree from the University of Virginia, and she holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, and CERTIFIED FINANCIAL PLANNER in the U.S.

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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.