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.
Steve Boland is a Vice President, Private Client Manager with Bank of America Private Bank in Charlotte, North Carolina. Steve works with Private Client Advisors to deliver the Private Bank platform to individuals, families, and institutions. Steve and a team of wealth management associates integrate the Private Bank Capabilities around each client, including portfolio management, wealth strategy, and trust services as appropriate.
Steve started with the Private Bank in 2019 as a Wealth Management Analyst, working with the Charlotte teams in Relationship Management, Trust & Wealth Structuring, Investment Management and Custom Lending. Steve also previously worked for Bank of America on the Merrill Edge platform where he helped revamp the project delivery process to enhance product management. Steve always held an interest in enhancing client experiences and now utilizes the Private Bank platform to deliver a higher level of resources to our clients, concentrating on clients' credit and deposit needs. Steve currently leads the Talent Management System at the Enterprise level for Bank of America's Intergenerational Employee Network. Steve also formerly co-led the Diversity & Inclusion Sub-Committee for the Wealth Management Analyst Program.
Steve holds a B.A. in public policy from Duke University. Steve also serves on the Junior Board for the Carolina Youth Coalition, a college-access nonprofit organization that prepares high-achieving, under-resourced high school students to receive admission to and graduate successfully from college. Additionally, Steve serves as Director of Operations for Charlotte Young Professionals Group and chair of the Duke Black Alumni Association in Charlotte, as a member of Duke Charlotte Regional Board. Steve is a CERTIFIED FINANCIAL PLANNER™ professional.
During his free time, Steve enjoys watching his beloved Miami Dolphins and playing golf.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.