Zaneilia Harris, Cfp® Certified - Wosb, Wbenc Email and Phone Number
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I'm a CERTIFIED FINANCIAL PLANNER™, AUTHOR: Finance 'n Stilettos - Money Matters for the Well-Heeled Woman, conference SPEAKER, special guest BLOGGER, and financial EDUCATOR for women and women's organizations. The latter I do as part of my Savvy Women Investor Circle (SWIC), an educational program designed for women to gain knowledge and guidance around building and growing their investment assets. As President of Harris and Harris Wealth Management Group, I share my financial advice and expertise to women professionals, whether she is an executive at a Fortune 500 company or a business owner of a multi-million dollar company. I leverage my 20+ years of experience in finance and accounting with Merrill Lynch, Edward Jones Investments, PricewaterhouseCoopers, and The NASDAQ Stock Market to help women achieve their dreams and solve their financial challenges.My interest in finance began early. In college, I frequently read “Money” magazine and enjoyed providing informal financial advice to friends and colleagues. After graduating cum laude from St. Paul’s College, Lawrenceville, VA with a B.S. degree in Business Administration, concentrating in Accounting, I was offered a full time position as an auditor for the Department of Defense. It was during this time that I developed my interest in using research to identify the right solution to complex problems. In 2000, I began my investment career with Edward Jones Investments. My ultimate goal was achieved in 2009 when I formed Harris and Harris Wealth Management Group to provide wealth management and financial planning to professional women in the Washington, D.C. metropolitan area. Our objective is to work on your behalf to provide the highest level of care and expertise related to your investments and financial goals. We look forward to the opportunity of ensuring the financial well-being of you and your family. Specialties:• Financial Life Planning for Women in Transition• Women and Investing• Financial Education • Investment Management• Personal Finance for Women
Cfp Board
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Cfp Board AmbassadorCfp Board Jul 2024 - PresentWashington, Dc, Us
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President | Cfp® | Financial Planner | Financial AdvisorHarris & Harris Wealth Management Group, Llc 2009 - PresentWashington Metro Area, Dc, UsHarris & Harris Wealth Management Group is a Registered Investment Advisory firm (RIA), specializing in helping women going through major life transitions, death, divorce, or career change, achieve financial health and well-being. We facilitate you achieving a life where you can provide financial security and support to your family while enjoying life lived comfortably, enjoying leisure and other activities. In short, we support you achieving your dreams – on your own terms. What makes us different from traditional advisory firms:• We work with a small number of affluent clients to provide a high level of personalized service.• We put your interests first and believe revenue is a byproduct of quality service. • As an independent RIA, we have no proprietary products and thus, no profit from the sale of these products – ensuring no conflict of interest regarding financial advice.• We have no sales production goals or quotas – we focus on finding the right solutions for your individual and family needs.• We do not receive a fee or commission for investment recommendations. Our fees are based on a percentage of your assets therefore, they will rise and fall in accordance with your account value. Thus, it puts us on the side of the table.Give me an opportunity to provide you and your family with the peace of mind that comes with working with a competent CERTIFIED FINANCIAL PLANNER™. Contact us today to get started: (301) 218-0885 | zaneilia.harris@hhwealth.com -
Investment Sales | Portfolio Management | Financial AdvisorPnc Investments 2008 - 2009Pittsburgh, Pennsylvania, UsProvided education regarding / sold financial products to clients that met their personal financial needs. Diverse products included Stocks, Mutual Funds, Annuities, Long Term Care, Life Insurance, 529 Plans. Conducted retirement and portfolio analysis and prospected. Penetrated sales channel previously under leveraged; assumed responsibility of branches; built trust and credibility among customers; increased sales to $20,000 per month within initial six months. Awarded “Best Financial Consultant” from Regional Manager. -
Investment Sales | Portfolio Management | Financial AdvisorMerrill Lynch 2006 - 2008New York, Ny, UsSold and provided financial education on diverse financial products. Increased sales by 400% through direct marketing, phone solicitation, and personalized home visits. Conducted detailed “Monte Carlo” analysis based on client information. Delivered informational sales presentations to current and potential clients to inform existing on product offerings and services and to secure new client relationships. -
Government Consulting | Financial Management | Senior ConsultantGrant Thornton 2005 - 2006Chicago, Il, UsProvided process improvement recommendations to comply with federally mandated requirements regarding existing internal controls for finance departments of government agencies. Recommended alternative financial strategies to meet government accounting requirements including SOX. Developed financial presentations addressing various internal control issues and presenting our team’s recommendations for implementation top level government executives. Trained and managed new team members on project assignments. Built and nurtured positive client relationships. -
Government Consulting | Financial Management | Senior ConsultantBearingpoint, Formerly Kpmg Consulting 2002 - 2005Amsterdam, NlManaged monthly accounts receivable and payable processes for 100-member financial implementation team. Developed and monitored weekly budget forecasts related to project engagements. Conducted comparative analysis of financial projects. Provided recommendations for financial process improvements strategies for government agencies to meet government accounting requirements and to establish and maintain capital asset planning and investment control processes. -
Customer Relations Management | Client Financial AnalystCiti 2002 - 2002New York, New York, UsPresented detailed personal financial plans to top clients; created long term relationships with current and prospective bank clients. Maximized cross selling opportunities using client financial needs analysis to assist clients with bank solutions provided to meet their financial needs. Resolved client issues; educated and converted clients to various Citibank financial programs. -
Investment Sales | Portfolio Management | Financial AdvisorEdward Jones Investments 2000 - 2001St. Louis, Mo, UsPro-actively contacted 125 perspective clients weekly through direct marketing, phone solicitation and personalized home / business visits to build trust and organically grow business. Initiated community redevelopment of Petersburg and Tri-City area of Virginia. Managed and optimized sales portfolio of $2MM, resulting in an 83% increase in new business. Established and monitored monthly sales goals, office budget, and financial performance. Developed long-term relationships with prospective customers and current clients. -
Government Consulting| Financial Management (Cfo Support) | ConsultantPricewaterhousecoopers 1998 - 2000GbAnalyzed federal organizational structures to ensure compliance with governmental and accounting standards. Developed and recommended strategies for structural reengineering within various federal organizations. Analyzed and compiled financial data used for client presentations. Directed and trained team members on project assignments. Identified and implemented process improvement strategies; developed procedural manuals for improved process / document flow. -
Compliance Management | Financial Analysis | Financial AnalystThe Nasdaq Stock Market, Issuer Services, Listing Qualifications 1997 - 1998New York, Ny, UsProvided to CEOs, CFOs, and attorneys of NASDAQ listed companies interpretations of NASDAQ rules to trading companies. Performed due diligence on listings and companies listed on the NASDAQ. Created detailed company equity and debt transaction reports to support compliance with NASDAQ requirements. Performed comprehensive reviews of companies’ 10K, 10Q, 8K, and other relevant filings with NASDAQ and the SEC. Oversaw activities of over 300 NASDAQ listed companies. Reviewed financial statements and press releases of companies for irregular activities, SEC Registration Statements and Proxy Statements to ensure compliance with SEC Act of 1933 and NASDAQ requirements. -
Accounting | Auditing | Senior Auditor, Environmental Protection AgencyOffice Of The Inspector General, Financial Audit Division 1994 - 1997Oversaw and managed CFO audit activities of regional audit teams. Negotiated recommendations with Financial Management Officials as part of CFO audit. Revamped CFO audit program for testing of capital assets. Examined accounting transactions for accuracy. Analyzed financial data to ensure minimum risk on EPA's financial statements. Reviewed laws and regulations for background information pertaining to the CFO audit.
Zaneilia Harris, Cfp® Certified - Wosb, Wbenc Skills
Zaneilia Harris, Cfp® Certified - Wosb, Wbenc Education Details
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Money QuotientFinancial Life Planning -
The American College Of Financial ServicesFinancial Planning
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Saint Paul'S CollegeBusiness Administration Concentrating In Accounting
Frequently Asked Questions about Zaneilia Harris, Cfp® Certified - Wosb, Wbenc
What company does Zaneilia Harris, Cfp® Certified - Wosb, Wbenc work for?
Zaneilia Harris, Cfp® Certified - Wosb, Wbenc works for Cfp Board
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Zaneilia Harris, Cfp® Certified - Wosb, Wbenc's current role is Financial Planner - Helping smart women make smart decisions about their money| Author of Finance 'n Stilettos - Money Matters for the Well-Heeled Woman| Speaker| Member of Bloomberg New Voices| Forbes Contributor.
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What schools did Zaneilia Harris, Cfp® Certified - Wosb, Wbenc attend?
Zaneilia Harris, Cfp® Certified - Wosb, Wbenc attended Money Quotient, The American College Of Financial Services, Saint Paul's College.
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