Steve Harlow is Managing Director and Private Client Advisor with Bank of America Private Bank (formerly U.S. Trust) in Tacoma, Washington. For more than 30 years, he has leveraged his wealth of experience to provide personalized banking solutions to his clients in the South Puget Sound and beyond.
Steve puts a premium on frequent communication with clients designed to inform and educate. In offering focused attention, he and his dedicated team provide private banking, intergenerational wealth planning, cash flow planning, disciplined investment management, business transition planning, philanthropic guidance, and access to customized lending solutions.
An active listener and responsive problem solver, Steve finds it fulfilling to help individuals, families and endowments address their financial challenges and explore opportunities.
Steve received a B.B.A. from the University of Texas at Austin and serves on the board of Trauma Trust. He is also a member of the Tacoma Estate Planning Council, Washington Planned Giving Council, and the American Leadership Forum – Tacoma/Pierce County Chapter (Class XVIII). Previously, Steve served on the boards of the Tacoma Art Museum, Tacoma Country & Golf Club, Pacific Northwest Ballet, United Way of Pierce County, and Tacoma-Pierce County Chamber of Commerce.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.