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.
Managing Director, Private Client Advisor
Steven Sedlak is a Managing Director and Private Client Advisor at Bank of America Private Bank in Paramus, New Jersey. He leads a team of professionals from the Private Bank to help clients create strategies aimed at building, preserving and managing complex wealth. Together with the team, he offers an integrated approach that may include strategies for investment management, financial planning, and business succession, as well as trust and estate planning services and customized credit solutions.
Steve brings more than 20 years of financial services experience to relationships with ultra-high-net-worth individuals, multigenerational families, and foundations in the New York metropolitan area and across the U.S. He emphasizes careful listening to understand what clients want to accomplish with their wealth, flawless execution, and a commitment to exceptional service.
Steve's previous experience includes three years as a Financial Advisor at Morgan Stanley and 18 years on the Wells Fargo Private Bank team. He joined Bank of America Private Bank in 2022 from Wells Fargo, where he was a Managing Director and Private Wealth Advisor. In that role, he developed deep experience with large, complex credit solutions to help clients diversify their balance sheets.
Steve earned a Bachelor of Science degree in business with a concentration in finance at Ramapo College of New Jersey, where he played collegiate baseball. He lives in Sparta, New Jersey, with his wife, Jessica, and their three children. When he isn't spending time with clients, Steve enjoys coaching Little League and cheering for his kids at one of their many sports events or dance competitions.
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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
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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.