Steven D Israel

Senior Vice President, Private Client Advisor

Professional Profile

Steven is Senior Vice President and Private Client Advisor with Bank of America Private Bank. He and his team work closely with high net worth individuals, families, and companies, helping them set and achieve their financial goals. Steven provides clients with access to the Private Bank's broad wealth management capabilities, including wealth structuring, investment management, credit and banking, specialty asset management, and philanthropy. Steven started his financial career with Northwestern Mutual, worked as a Financial Advisor with Merrill, and was a Wealth Management Advisor with the Private Bank at Fifth Third. 

Steven graduated from the University of Pittsburgh with a Bachelor’s degree in Economics. After college, Steven was drafted to play in the National Football League by the Los Angeles Rams as a defensive cornerback. During his successful 10 year career, he also played for the San Francisco 49ers, New England Patriots, and New Orleans Saints. Over the past 13 years, he has worked as a studio and color analyst for college and professional football on stations such as ESPNU, Fox Sports and local television and radio stations in Charlotte, NC. Steven continued his education at Harvard Business School and Stanford Graduate School of Business.

He is a current board member for the March of Dimes and in 2017, chaired the March for Babies Walk. He served 2 terms as President for the NFL Players Association Retired Players Chapter in Charlotte, NC. He created and currently moderates the Gridiron Luncheon Series held at The Charlotte City Club and founded the nationally-distributed EndZone Luncheon Series. Steven is a former board member with Charlotte Christian School and is very active in his church. He and his wife have 4 children and reside in Charlotte, NC.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Timothy (Tim) J Herbst

Divisional Wealth Strategies Executive


Stephanie (Steph) L Wells

Senior Trust Officer


Rhondale Haywood

Portfolio Manager


Tara L. Butler

Wealth Strategies Advisor


David L Miller

Private Client Manager


Leslie S. Kincheloe

Portfolio Manager


Kerry R Bandis

Private Client Manager


James R. McGrath

Portfolio Manager


Leslie McIver

Private Client Manager


Key Contacts

Rafael S Altmayer

Wealth Strategies Analyst


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


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.