Steph Wells, Ctfa® Email & Phone Number

Steph Wells, Ctfa® is a Retired trust officer at Bank of America Private Bank. She possess expertise in wealth management, banking, portfolio management, financial analysis, strategic financial planning and 8 more skills. Colleagues describe her as "Stephanie is extremely hard working and always takes a proactive approach to her work. She is always willing to lend a hand to fellow associates, either by helping them with their workload or sharing her expertise on a subject. She is a pleasure to work with and would make a great addition to any group." and "Steph showed a vast knowledge of the trust industry and was great at using the resources of the bank to meet the needs of her clients daily. She is a good friend and was a pleasure to work with."

Listed skills include Wealth Management, Banking, Portfolio Management, Financial Analysis, and 9 others.