Gail Harris, Cfp® Cima® Email & Phone Number

I love being a Wealth Advisor! I have the privilege of working closely with families to help them chart a path to achieve their financial goals, navigate important decisions and understand their options. My work is always interesting and intellectually challenging, requiring that I weave solutions from a knowledge base that spans investments, taxes, estate planning, charitable planning, insurance, and family dynamics.The best part - I enjoy long relationships with clients, often across generations, where I can see how my advice and guidance turns goals into reality. I also take great satisfaction that clients view me as an important resource; someone to turn to when they have questions or need a sounding board.I have been fortunate to have accumulated a unique combination of experiences, which have greatly influenced my approach to wealth management. Highlights include:• I start with planning – I believe it provides the foundation for all decisions. It is a thoughtful, disciplined process that helps client understand their choices, and provides the framework for measuring progress that goes far beyond simply looking at investment performance. • Guiding clients through key life transitions such as retirement, business succession, divorce, and death of a family member represent some of the most important advisory work I do. It involves more than just financial acumen, it also requires understanding who people are, their values and what motivates them.• Good advice requires specialized knowledge. I have obtained the CERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst (CIMA®), and Certified Exit Planner (CExPTM) designations.• During my tenure with a large single-family office, I learned how to manage the complex needs of families with exceptional wealth and a multi-generational approach to financial management, and most importantly, how successful families pass along core values and thrive across generations.• Early in my career as a corporate banker working with business owners, I participated in capitalism at its most fundamental level, and I developed a deep understanding of the special planning needs owners face.• Serving as an officer in the US Navy following college, I learned the importance of mission, teamwork, and how to approach any type of problem in a disciplined manner. I have used these skills throughout my career.In my free time I enjoy tennis, reading – particularly history and biographies, long hikes, and cycling. My secret ambition is to one day cycle across the US on the Transamerica trail.

Listed skills include Wealth Management, Investments, Wealth, Finance, and 68 others.