Scott J Harrison

Managing Director, Private Client Advisor

Institutional Client Advisor

Professional Profile

Scott Harrison is a Managing Director, Private Client Advisor and Institutional Client Advisor with Bank of America Private Bank in San Francisco, California. Scott leads a team of specialists who work in concert to provide guidance on investment management, wealth transfer and credit needs. Scott also consults with endowments and foundations, helping them pursue financial stability, mission fulfillment and long-term growth. Drawing on more than 20 years of experience advising clients on a variety of wealth management decisions, Scott brings an informed perspective in supporting clients’ pursuit of their financial objectives.

Scott joined Bank of America Private Bank (formerly U.S. Trust) in 2006. Previously, he served as a Client Advisor in SunTrust’s Private Wealth Management division. He has worked in financial services since 1999. Scott is a graduate of University of Colorado with a Bachelor of Science in Finance and earned a Master of Science in Personal Financial Planning from Georgia State University.  He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Scott serves on the Ambassador Council of Aim High, a free summer academic enrichment program for middle school students in the Bay Area.

Outside the office, Scott enjoys spending time with his wife and two sons, as well as playing golf and mountain biking. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

EDUCATION

  • Georgia State University
  • University of Colorado, Boulder

ORGANIZATIONS

  • Aim High
  • Kentfield Schools Foundation

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

Maximilian Ortiz

Private Client Manager

415.627.2506

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

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.