William M Staats

Managing Director, Private Client Advisor

Professional Profile

Bill Staats is a Managing Director and Private Client Advisor in his 18th year at Bank of America Private Bank. As a Client Advisor, his focus is developing comprehensive wealth management strategies for successful individuals, their families and related entities. Bill and his Princeton New Jersey based 12 person team comprise a successful wealth management practice largely focused on helping privately held business owners, including many major commercial real estate principals and their families. These clients include many of the most prominent real estate principals in New York City and the metro area. Bill's team has worked closely with Bank of America's Commercial Real Estate Lending and Banking group since 2006.

His Private Bank team prides itself in delivering highly attentive client service spanning areas including investment management, trust administration, customized credit facilities and family office style banking services. Bill holds FINRA Series 7, 63 and 66 registrations.

Prior to joining Bank of America Private Bank, Bill held several management positions with Chubb's high net worth personal client division including roles managing Chubb's New York and New Jersey business. He recently served as President of its Alumni Board of Directors as well as a member of Seton Hall's Board of Regents.

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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.

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.