Associate Financial Advisor
Current
Jan 2020 - Present
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Marc Harris Email & Phone Number
Associate Financial Advisor
at
West Ridge Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Financial Advisor
Location
Provo, Utah, United States
Company size
Who is Marc Harris? Overview
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Quick answer
Marc Harris is listed as Associate Financial Advisor at West Ridge Advisors, a company with 2 employees, based in Provo, Utah, United States. AeroLeads shows a matched LinkedIn profile for Marc Harris.
Marc Harris previously worked as Associate Intern at West Ridge Advisors and Financial Coach at Uvu Money Management Resource Center. Marc Harris holds Personal Financial Planning from Utah Valley University.
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Email format at West Ridge Advisors
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West Ridge Advisors
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Profile bio
About Marc Harris
Finance is personal to everyone, but talking about it is considered very taboo in the world we live in. Through my love for personal finance and helping others live a more fulfilling life, I decided to become a Financial Planner. I love trying to bridge the gap between people's finances and the taboo stigma around talking about them. In May 2019 I graduated with my Bachelors Degree from Utah Valley University's top-ranked Personal Financial Planning. There I served as an executive leader in the Financial Planning Student Association, a Personal Financial Planning Major Ambassador, as well as a Financial Coach in the Money Management Resource Center on campus. I am currently an Associate Financial Advisor at West Ridge Advisors in Phoenix, Arizona.
Listed skills include Management, Leadership, Public Speaking, Research, and 3 others.
Current workplace
Marc Harris's current company
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West Ridge Advisors
5 roles
Marc Harris work experience
A career timeline built from the work history available for this profile.
Associate Intern
May 2018 - Jan 2020
Financial Coach
- Advise and teach financial habits to students regarding budgeting, credit, and student loans
- Run marketing tables to advertise financial coaching services
- Present to students in classroom settings regarding budgeting, credit, and student loans
Jan 2019 - Apr 2019
Student Ambassador
- Mentor fellow students about the Personal Financial Planning major
- Assist students in finding a suitable career path and internship opportunities with the financial planning industry
- Volunteer and teach local high school financial literacy classes about the basic principles of personal finance, investing, budgeting, and career exploration
Aug 2018 - Apr 2019
Summer Analyst
Greener Equity, Inc. performs independent valuation services for tax compliance and financial reporting purposes. The Company has conducted hundreds of valuations for companies across various sectors, including being at the forefront of 409A valuations. Its SaaS tools for Cap Table Management and ASC 718 Option Expensing (formerly FAS 123R) are based on.
Apr 2016 - Jul 2016
Team & coworkers
Colleagues at West Ridge Advisors
Other employees you can reach at westridgeadvisors.com. View company contacts for 2 employees →
JS
Jessica Snyder-Contreras
Colleague at West Ridge AdvisorsLas Vegas, Nevada, United States, United States
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MN
Michael Nestman, Cfp®, Aif®
Colleague at West Ridge AdvisorsLas Vegas, Nevada, United States, United States
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BS
Brian Stoker
Colleague at West Ridge AdvisorsSalt Lake City, Utah, United States, United States
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Jessica Snyder-Contreras
Colleague at West Ridge AdvisorsLas Vegas, Nevada, United States, United States
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MN
Michael Nestman, Cfp®, Aif®
Colleague at West Ridge AdvisorsLas Vegas, Nevada, United States, United States
View →
BS
Brian Stoker
Colleague at West Ridge AdvisorsSalt Lake City, Utah, United States, United States
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1 education record
Marc Harris education
FAQ
Frequently asked questions about Marc Harris
Quick answers generated from the profile data available on this page.
What company does Marc Harris work for?
Marc Harris works for West Ridge Advisors.
What is Marc Harris's role at West Ridge Advisors?
Marc Harris is listed as Associate Financial Advisor at West Ridge Advisors.
Where is Marc Harris based?
Marc Harris is based in Provo, Utah, United States while working with West Ridge Advisors.
What companies has Marc Harris worked for?
Marc Harris has worked for West Ridge Advisors, Uvu Money Management Resource Center, Uvu Personal Financial Planning, and Greener Equity.
Who are Marc Harris's colleagues at West Ridge Advisors?
Marc Harris's colleagues at West Ridge Advisors include Jessica Snyder-Contreras, Michael Nestman, Cfp®, Aif®, and Brian Stoker.
How can I contact Marc Harris?
You can use AeroLeads to view verified contact signals for Marc Harris at West Ridge Advisors, including work email, phone, and LinkedIn data when available.
What schools did Marc Harris attend?
Marc Harris holds Personal Financial Planning from Utah Valley University.
What skills is Marc Harris known for?
Marc Harris is listed with skills including Management, Leadership, Public Speaking, Research, Project Management, Microsoft Word, and Powerpoint.
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