Bank of America Private Client Advisor John G. Stewart
69 State Street, Albany, NY 12207
About the Business
Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs.
John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.
With a history of over 200 years, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives. The institution prioritizes client goals, whether it be preserving wealth, building legacies, or planning for growth. Committed to innovation and client success, Bank of America Private Bank offers disciplined financial strategies and expertise across generations.
Please note that you are leaving the Bank of America Private Bank's website when directed to FINRA’S BrokerCheck. The institution strives to provide information about products and services that may be of interest, with a focus on relationship-based advertising. Investors should be aware of the risks involved in investing and consult legal and tax advisors before making financial decisions. Bank of America, N.A., and U.S. Trust Company of Delaware do not serve in a fiduciary capacity with all products or services offered.
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Location & Phone number
Home Savings Bank Building, 69 State St, Albany, NY 12207, United States
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