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 Shimony is a Managing Director and Wealth Strategies Advisor with Bank of America Private Bank in Long Island, New York. Stephen offers high-net-worth clients integrated advice and guidance for multiple facets of their wealth, including cash flow and lifestyle planning, trust and estate planning, tax-sensitive gifting and philanthropy, retirement planning, risk management, business succession, concentrated stock management and asset preservation. He has particular depth addressing the needs of business owners, financial services professionals and corporate executives.
Stephen has worked in wealth management since 1999. Prior to joining Bank of America Private Bank, he spent 12 years with J.P. Morgan Private Bank, where he provided customized advice to high-net-worth clients, helping them accumulate, manage, invest, transfer and preserve their personal and business assets more effectively. He earned his B.S. in economics from Cornell University, his J.D. from Hofstra University School of Law and his LL.M. in taxation from Boston University School of Law.
Stephen and his wife Stacy reside in Melville, New York, with their two daughters, Rebecca and Amanda.
In his role at Bank of America Private Bank, Stephen does not provide tax or legal advice.
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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.