PROFESSIONAL PROFILE
Heath J. Harris, CRPC®, CSNA
Financial Advisor
Heath has been in the financial services industry since 2006 and joined Merrill Lynch in 2011. His focus is on developing strategies and solutions for high-net worth individuals, their families and their businesses to help them pursue their short-and long-term financial goals.
Heath's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth expectations, and are tailored to their risk tolerance level. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy,through products and services offered through Bank of America and Merrill Lynch.
Heath is a 2006 graduate of the Franklin Perdue School of Business at Salisbury University, with a B.S. in Finance.