Stephen Shimony

Managing Director, Wealth Strategies Advisor

Professional Profile

Stephen Shimony is a Managing Director and Wealth Strategies Advisor for the Long Island team of Bank of America Private Bank.  In his role, he offers high net worth clients cash flow and lifestyle planning, trust, gift and estate tax planning, charitable giving strategies, retirement planning, risk management, business succession, concentrated stock management and asset preservation strategies. 

Prior to joining Bank of America, Stephen spent 12 years at J.P. Morgan Private Bank where he devised and executed solutions to attract, acquire and maintain high net worth clients. Solutions were designed to help clients accumulate, manage, invest, transfer and protect their personal and business assets.

Stephen graduated from Cornell University where he earned a B.S. degree in economics. He received his J.D. from Hofstra University School of Law and his LL.M. in taxation from Boston University School of Law. 

He and his wife Stacy reside in Melville, New York with their two daughters, Rebecca and Amanda.

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

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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.

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.