Steven Rogers, CFA

Bank of America Private Bank

Officer and a Portfolio Manager at Bank of America Private Bank

Steven Rogers is an Officer and a Portfolio Manager at Bank of America Private Bank*. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of tax-minimization strategies, retirement, and multi- generational strategies from risk-based strategies to banking and lending needs.

Steven has been with Bank of America since 2016 and has most recently been serving as a Portfolio Manager in the greater Jacksonville Metro Area before joining the Winter Park team. Prior to working at the Private Bank he worked at Merrill as an Investment Consultant. Previously before Merrill, he worked as a Relationship Manager with Bank of America Steven Rogers obtained his undergraduate degree from the University of Florida. He also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Society of Orlando.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.