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.
Steve Harlow is a Senior Vice President 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 boards of the United Way of Pierce County and 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 and Tacoma-Pierce County Chamber of Commerce.
- Pacific Northwest Ballet, Advisory Board Member, 2013 - 2016
- Tacoma Art Museum, Past Board President, 2006 - 2019
- Tacoma Estate Planning Council, 2011 - Present
- Tacoma Pierce County Chapter, Washington Society of CPAs, Past President, April 1993 - Present
- Trauma Trust, Board Member, 2018 - Present
- United Way of Pierce County, Board Member, 2018 - Present
- University of Texas at Austin
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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
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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.