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.
Stephen Miranda is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas. He works closely with high net worth families and institutions around the country to build and execute comprehensive wealth planning strategies. He leads a fiduciary team of specialists to develop customized credit, portfolio management, trust and estate planning, banking, philanthropy, and nonprofit advisory solutions, and partners with Bank of America’s Global Commercial and Business Banking groups to provide holistic advice and comprehensive support for business owners and C-suite executives, and their companies.
With an early professional background in Strategic Non-Profit Management, Stephen regularly collaborates with the Private Bank’s Philanthropic Strategy Team, a group of 150 specialists that provide internal consulting and management support for nonprofit organizations and foundations, to assist emerging and established institutions as they scale and expand their impact – as well as advising individuals and families as they define and distribute their charitable legacy in a tax prudent manner.
Prior to joining Bank of America, Stephen was a Vice President with JPMorgan. He is a native Houstonian, a proud graduate of the University of Oklahoma, and an Eagle Scout.
In addition to his professional commitments, Stephen serves on the Corporate Committee for The Menil Collection, the Houston Advisory Board for Entryway (formerly Shelters to Shutters) – a national organization that transitions individuals and families out of homelessness to economic self-sufficiency by providing full time employment, housing, and career training - and on the Board of Directors of the JD Doyle Archives, the largest independent LGBTQ+ historical collection in the world, and the Greater Houston LGBT Chamber of Commerce. He represents the Private Bank on Bank of America's Community Volunteers Board, is active in the Bank of America PRIDE Employee Resource Group, and recently completed his term on the Board of Trustees of the Houston LGBTQ+ Political Caucus, the oldest LGBT civil rights organization in the South, where he continues to be an active voice for 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.