Advisor Image

Stephen P Ashworth

Managing Director, Wealth Strategies Advisor

Professional Profile

Stephen is a Managing Director and Wealth Strategies Advisor with Bank of America Private Bank.  In this role, he coordinates the development, delivery and implementation of innovative tax-minimization strategies and recommendations for high net worth individuals, corporate executives and families in the areas of estate, financial planning, retirement planning, charitable giving and investment planning.  Stephen coordinates with the client's team of advisors and conducts periodic reviews to help clients monitor progress and review investment solutions to be considered in an ever-changing planning environment. 

Before joining the Private Bank, Stephen worked as an investment accountant at Allegis Realty Investors, LLC where he was responsible for the preparation and audit of financial statements and investment performance calculations for real estate investment portfolios.

Stephen earned his B.A. degree in Management of Information Systems from Eastern University.  He is a CERTIFIED FINANCIAL PLANNER™ professional; and he holds the Certified Trust and Financial Advisor (CTFA) and the Accredited Estate Planner (AEP®) designations.  He is a member of the Institute of Certified Bankers. Stephen has previously served on the Board of Directors of the Estate Planning Council of Rhode Island and the Board of Directors of the Rhode Island Community Food Bank.

Stephen does not provide legal advice in his role at Bank of America Private Bank.


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

*Certified Trust and Financial Advisor ("CTFA") is a trademark of Institute of Certified Bankers, a subsidiary of the American Bankers Association.

*Accredited Estate Planner® and AEP are registered trademark owned by the National Association of Estate Planners and Councils.

 

Let's Have A Conversation

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.