Brian J Taylor

Senior Vice President, Private Client Manager

Professional Profile

 

Brian Taylor is a Senior Vice President and Private Client Manager with Bank of America Private Bank based in San Antonio, Texas. Supported by the global enterprise, Brian and his team of specialists work closely with high-net-worth families and individuals to advise on and assist on both sides of their balance sheets.

Important to Brian is helping clients – including many ranch families – use their existing liquid and non-liquid assets to create wealth and address their liquidity needs. Working in concert, he and his team also advise and assist on both sides of clients’ balance sheets – to help them achieve their wealth creation, asset management, and generational estate planning goals.

In addition to his more than ten years of experience in the financial services industry, Brian spent five years serving as the CEO and president of several operational companies on behalf of business owners and investors. Those experiences have helped provide Brian with critical insights and perspectives he can share with entrepreneurs, business and real estate owners, investors, generational families and family offices.

After graduating from Texas A&M University with a B.B.A. in business management, Brian received a commission into the U.S. Air Force and served with distinction for eight years before separating from active duty to pursue additional goals. Brian earned his M.B.A. with a concentration in finance from the University of Texas at Austin.

An active volunteer in the San Antonio community, he’s held several leadership positions in charitable organizations and continues to serve in numerous capacities. Brian is an active member of the Young Presidents’ Organization and several additional professional associations. His greatest passion is time spent with his family.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.