Stephanie Clay

Private Client Advisor / Private Bank at U.S. Trust - New York City, New York, US

Stephanie Clay's Colleagues at U.S. Trust
Tamara O'Connor

Senior Vice President, Private Client Advisor

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Monica Packnett

Portfolio Management Assistant

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Lee Ward

Senior Vice President

Contact Lee Ward

Michael Finch

Trust Adminstrative Officer 2

Contact Michael Finch

Sean Neary

Managing Director, Portfolio Manager

Contact Sean Neary

Basil Jones

Senior Vice President

Contact Basil Jones

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Stephanie Clay's Contact Details
HQ
(212) 852-1000
Location
Houston, Texas
Company
U.S. Trust
Stephanie Clay's Company Details
U.S. Trust logo, U.S. Trust contact details

U.S. Trust

New York City, New York, US • 1142 Employees
Financial Services

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations. Disclaimer: The site is maintained by a third party that has no affiliation with U.S. Trust, Bank of America Private Wealth Management. The recommendations posted to this page by or about U.S. Trust employees, are not endorsed by, and may not represent the views of U.S. Trust. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of U.S. Trust and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Investment products: - Are Not FDIC Insured - Are Not Bank Guaranteed - May Lose Value Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC. Additional Terms, Conditions & Disclaimers found here: http://ustrust.com/UST/Pages/ust-on-twitter.aspx Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html © 2018

Wealth Planning Private Bank Fiduciary Wealth Management Wealth Management Products Global Private Banking Multi-Generational Wealth Management Trust And Estate Planning
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Frequently Asked Questions about Stephanie Clay
Stephanie Clay currently works for U.S. Trust.
Stephanie Clay's role at U.S. Trust is Private Client Advisor / Private Bank.
Stephanie Clay's email address is ***@ustrust.com. To view Stephanie Clay's full email address, please signup to ConnectPlex.
Stephanie Clay works in the Financial Services industry.
Stephanie Clay's colleagues at U.S. Trust are Tamara O'Connor, Monica Packnett, Lee Ward, Aaron Sullivan, Michael Finch, Sean Neary, Basil Jones and others.
Stephanie Clay's phone number is (212) 852-1000
See more information about Stephanie Clay