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.
Tim Polson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Scottsdale, Arizona. He leads a team of professionals from the Private Bank who work across multiple disciplines to help clients manage complex wealth and pursue future financial goals. Together with the team, Tim offers an integrated approach that may include strategies for investment management, tax minimization, selling a business, leaving a philanthropic legacy, or transferring wealth to future generations. He can also connect clients with customized credit and banking solutions.
Tim works closely with ultra-high-net-worth clients throughout Arizona, the Southwest and California, including dealer principals, business owners, medical professionals, and real estate investors. With a passion for service, he is committed to helping clients simplify their financial lives so they can focus on their businesses, families or enjoying life in retirement.
Tim brings 25 years of financial experience to client relationships. He has specialized experience with innovative financing for residential and commercial real estate, aircraft, yachts and art collections. He joined the Private Bank (formerly U.S. Trust) as a Private Client Manager in 2017. Previously, he supported the wealth management needs of high-net-worth families and individuals at Comerica Bank. Earlier, he was a vice president and relationship manager in the real estate group of Wells Fargo Bank. Tim’s financial career began at First Interstate Bank in 1996.
Tim graduated from Arizona State University with a bachelor’s degree in business management and earned his M.B.A. degree at Arizona State’s W.P. Carey School of Business. In the community, he serves as treasurer of the Scholarship and Benefit Board at his alma mater, St. Mary’s High School. He is a member of the Arizona State University National Alumni Council Association and volunteers as a mentor for students in the W.P. Carey School of Business.
- Arizona State University - W.P. Carey School of Business
- Arizona State University
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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.