Stephanie Clay

Vice President, Private Client Advisor

Professional Profile

Stephanie Clay is a Vice President and Private Client Advisor at Bank of America Private Bank in Houston, Texas. She works directly with ultra-high-net-worth clients to create strategies for pursuing distinct wealth management goals. Stephanie focuses on business owners, senior executives of publicly traded companies, professionals (including attorneys and physicians), and multi-generational families. She is committed to assisting clients with strategies to manage concentrated stock and prepare for liquidity events, as well as trust and estate planning services and guidance on commercial real estate acquisitions, personal lines of credit and other specialized lending solutions. Services tailored to families include strategies for succession planning, wealth transfer and investment management and financial education for first-generation wealth.  

Stephanie assembles and leads a team of Private Bank specialists, matching team members’ skills to each client’s wealth management objectives. The specialists on each team include a private client manager, portfolio manager, and a trust and estate officer. They share Stephanie’s dedication to providing highly customized service.

Prior to joining the Private Bank (formerly U.S. Trust) in 2019, Stephanie was a was a senior private banker at Wells Fargo. During her 15-year banking career, she gained extensive experience in structured lending specializing in commercial and residential lending, aircraft financing, art lending and personal lines of credit.

A graduate of Clark Atlanta University, Stephanie earned a B.S. degree in finance and accounting. In the community she has served on the board of Reach Unlimited, an organization that provides services to mentally challenged adults. She actively supports the Houston Symphony and Houston Grand Opera.    

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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.