Scott J Harrison

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Scott Harrison is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  He leads a team of U.S. Trust® specialists work in concert to provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services.  Scott is also an Institutional Client Advisor who consults with institutional and nonprofit organizations to help them pursue financial stability, mission fulfillment and long-term growth.

 

Scott has more than 18 years of experience in institutional asset management and private wealth management.  Prior to joining U.S. Trust, Scott served as a Client Advisor in SunTrust’s Private Wealth Management division.

 

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.  Scott is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.

 

An active member of his community, Scott currently serves on the Board of Kentfield Schools Foundation and on the North Bay Leadership Council of Aim High. 

 

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

 

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

Advisor Image

Alexander (Alex) Navy

Private Client Manager

415.627.2140

Maximilian Ortiz

Private Client Manager

415.627.2506

Key Contacts

Marina Bauk

415.627.2763

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

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.