Steven DeLeo is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Melville, New York. Steven provides strategic advice, tailored guidance, and deft coordination to high-net-worth clients and their families, helping them enact a more purposeful and efficient approach to significant wealth. He draws on more than 25 years in financial services, providing him with the knowledge and network to help clients pursue their ambitions and capitalize on opportunities, personally and professionally. He has particular depth catering to the needs of business owners and entrepreneurs.
A versatile Advisor, Steven offers first-hand knowledge of multiple wealth disciplines. Formally credit trained, he is skilled in discerning creative solutions for clients’ lending needs, both commercial and residential. He also has experience in business succession planning, long-term strategy, tax-sensitive investing, wealth transfer, and insurance. Steven works in concert with a team of Private Bank specialists, orchestrating close collaboration and time-sensitive implementation.
Prior to joining Bank of America Private Bank, Steven was a Senior Vice President in Business Banking with Capital One Bank, where he served for 12 years. He began his Bank of America career in 2004, serving as a Senior Client Manager in Premier Banking for more than four years. His career also includes tenures with JP Morgan Chase, Citicorp Investment Services, and Prudential, where he provided wealth management and insurance services to business owners and entrepreneurs. He began his career on Wall Street in 1996.
Steven is a member of the New York State Land and Title Association. Active in the community, he supports Long Island Cares, Island Harvest, and other area food banks, and serves as a mentor to young entrepreneurs and minority- and women-owned businesses.
Steven and his wife have two daughters. A boating family, they enjoy exploring destinations near and far.
In his role at Bank of America Private Bank, Steven does not provide tax advice.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.