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.
Dirk Harris
Senior Vice President, Private Client Advisor
Professional Profile
Dirk Harris is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in San Diego, California. In this role, Dirk focuses on sophisticated wealth management for ultra-high-net worth individuals and families. With over 23 years in the financial sector, Dirk identifies client needs and coordinates comprehensive strategies, encompassing education, advice, implementation, and ongoing service, with a focus on managing and transitioning wealth. His unique background, including roles as Managing Director of the Private Client Group of an independent registered investment advisory firm and Chief Investment Officer in a Single Family Office, provides him with deep insights into the multifaceted needs of affluent clients. Dirk’s approach is tailored to support his clients’ lifestyle, legacy, and philanthropic aspirations, leveraging his extensive knowledge in financial planning and investment management.
Dirk holds dual B.S. degrees in microbiology and finance from Louisiana State University Honors College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder, underscoring his commitment to the highest standards of financial knowledge and ethical practice.
A key player in local and professional communities, Dirk serves on the board of The Old Globe Theater and is actively involved with several local professional groups, including the North County Estate Planning Council, San Diego County Medical Society, La Jolla Institute for Immunology, and the Associated General Contractors of San Diego. He is also a past president of the Rotary Club of La Jolla. His participation in these circles not only reflects his dedication to community engagement but also positions him as a pivotal connector for professionals seeking comprehensive and personalized financial guidance. Dirk’s alignment with various industries, particularly in real estate and healthcare, complements his banking acumen, making him a sought-after advisor for those looking to strategically grow and manage their wealth.
Dirk does not provide legal advice in his role at the Private Bank.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
ORGANIZATIONS
- CFA Society - San Diego
- Rotary Club of La Jolla
- The Old Globe Theater - Advisory Board Member
EDUCATION
- Louisiana State University
LANGUAGES
- English
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
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.
