Harris works with individuals, families, and businesses throughout the DMV to provide financial strategies and solutions to help his clients attain their financial goals and estate planning needs. His core areas of interest include Asset Management, Retirement Asset Allocation, and Estate Preservation through Insurance Planning.
Areas of Focus
- Estate Preservation
- Business Succession Strategies
- Asset Management
- Retirement Preparation
- Long Term Care Insurance
- Life Insurance
- Retirement Funding
- Disability Income Insurance
Professional Credentials
- Series 6, 7, 63, and 65 Professionally Licensed
- Life and Health Insurance Licensed
Background
Harris was born in Philadelphia, PA and grew up in Bethesda, MD. Harris spent two years in the US Navy's Centralized Financial Management Training Program where he developed budgeting, accounting, and oversight skills.
Harris brings 29 years of experience in the financial services industry, where he has been a requested speaker and host of many different radio programs in the Washington DC area over the years.
He currently resides with his wife Seema and their son Jay in Bethesda. He is an avid Philadelphia sports fan, and unfortunately has passed this passion on to his son, who is only now understanding the meaning of true agony when it comes to his favorite teams.