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 is responsible for identifying the needs of ultra-high-net-worth clients, providing guidance and coordinating with the appropriate professionals across Bank of America and its affiliates to support an overall wealth management strategy. In his approach he provides a thoughtful and thorough wealth management experience to individuals and families of significant wealth. This experience consists of education, advice, implementation and professional service focused on the management and eventual transfer of a client’s wealth.
Dirk brings a unique background to his role with the Private Bank, giving him insight into the complex wealth management needs of wealthy individuals and families. Prior to joining the Private Bank, Dirk served as Managing Director of the Private Client Group of an independent registered investment advisory firm. Previously, Dirk was the Chief Investment Officer and Portfolio Manager with an Indiana-based Single Family Office. His near two-decade career working with families of significant wealth helps him advise his clients through their own lifestyle, legacy, and philanthropic goals.
Dirk Harris is a graduate of Louisiana State University Honors College with Bachelor of Science degrees in microbiology and finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a a CFA® charterholder.
An active member of his community, Dirk currently serves on the board of the Rotary Club of La Jolla and The Old Globe Theater.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) 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.
