Taylor G. Harwood

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Taylor Harwood is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in Minneapolis, Minnesota. Taylor works closely with individuals, families, and philanthropic agencies, designing customized strategies to pursue their financial goals. He leads a team of locally based specialists who work in concert to advance client priorities in multiple areas: investments, trust and estate planning, banking, and philanthropy.

Proactive and forward-thinking, Taylor helps clients adopt best practices and remedy gaps in the deployment of their wealth. He has extensive experience advising nonprofit organizations about their investment policy, governance, and fundraising needs. He also brings in-depth knowledge of succession planning and wealth-transfer initiatives for business owners.

Prior to joining the Private Bank (formerly U.S. Trust), Taylor was a Wealth Advisor with Minnesota Bank & Trust. Previously, he served as a Senior Portfolio Manager for the Private Client Reserve with U.S. Bank in Minneapolis, where he worked for ten years. He began his financial services career in 2002. Taylor earned his undergraduate degree in Economics and his M.B.A. from the University of St. Thomas in St. Paul. He holds the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. 

Taylor lives in Chanhassen with his wife and their two children. A resident of the area for more than forty years, he is deeply committed to the community’s long-term well-being. He serves as Director of Pillsbury United Communities, The Jeremiah Program, and The Montessori Center of Minnesota. He is a former Director of the Minnesota Children’s Museum.


*CFA® is a registered trademark of the CFA Institute.

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

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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.