Harris Investment Advisors

www.harrisinvest.com
david@harrisinvest.com
480-659-8380

Wealth Management and Financial Planning in Scottsdale

Harris Investment Advisors founder and Principal David Harris has more than 27 years of experience as a financial advisor and has built his practice by making sure that his clients’ values are understood before their assets are valued. His areas of expertise include portfolio management, life insurance and tax minimization through estate planning, as well as enlightening clients on the power of charitable giving. David founded Harris Investment Advisors LLC in 2002, becoming an independent investment advisor and financial planner in Scottsdale. He is currently partnered with Ric Edelman as part of the Edelman Financial Network as well as other intitutional platforms that allow him to bring low cost and highly diversified investment solutions to his clients.

Prior to starting his own firm, David was the Midwest Manager of the PricewaterhouseCoopers Investment Management Consulting practice. In this position, David oversaw the management of assets exceeding $2 billion. He also acted as Senior Financial Advisor to executives from companies such as Lucent, Motorola, AT&T and Accenture, as well as some of the Midwest’s wealthiest families. His experience also includes advising foundations, endowments and corporate retirement plans on ways to reduce administrative costs and the use of an investment planning process to maximize results.
Before his time at PricewaterhouseCoopers, David spent six years with PaineWebber in the capacity of Vice President of Regional Institutional Investments. Prior to that, he spent six years at Old Kent Bank as a Vice President in the Capital Markets Group. His expertise in these positions was used to assist banks, insurance companies, corporations, business owners, foundations and municipalities on the management of their investment portfolios.

David is a Certified Investment Management Consultant (CIMA), earned through course work and examination at the Wharton School at the University of Pennsylvania. This designation is intended for those who specialize in investment consulting. He has also earned the designation of Certified Retirement Plan Specialist (CRPS) through the College of Financial Planning. In addition to being a Registered Investment Advisor, David is licensed to provide life insurance in thirty-eight states. He also serves as a member of the Investment Management Consultants Association, a member of the staff of the Southwest Education Institute and is a former NASD Arbitrator.
David earned a B.S. from San Diego State University in Business Administration. He currently lives in Scottsdale, AZ with his wife and two sons.Harris Investment Advisors

Michael Hill

Phone: (480) 250-1855
E-mail: Mhill@agenttgains.net
11811 N Tatum Blvd Ste 3031
Phoenix, AZ 85028

As an agent I strive to ensure my clients are well protected via a consultative approach to securing coverage that suits their needs and budget. In addition, being an independent agent and having access to multiple carriers ensures that what I have to offer is the best for my clients. TAG Insurance is a multi-line agency providing Auto, Home, Business, Life and the ability to write in 45 states. We view our clients as people first and greatly value the relationship, I look forward to the opportunity to assist you with all your insurance needs.

Aliek Williams

IT Recruiting & Business Development Manager
Vincent Benjamin

Aliek specializes in placing direct hire and project professionals within the Information Technology field across all major industries in the Greater Phoenix area. Aliek has great experience in specialized recruiting and partners closely with local IT managers and executives to match top IT talent with top companies in the Phoenix-metro area.

Specialties
Recruiting, Sourcing, Interviewing, Sales, Networking, Negotiating, Consulting, Engineers, Programmers, Developer, Software Developer, Designers, JAVA/J2EE, Spring, Hibernate, Agile, Scrum, DBA, ERP, .NET, C#, ASP.NET, MVC,WCF,WF, SQL,noSQL, MongoDB, NodeJS, AngularJS, KnockoutJS, Cognos, SharePoint, Business Analysts, Project Managers, SDLC, Business Objects, TIBCO, PHP, CRM, Python, Flex, Jquery, CSS, security, CISSP, CCIE, BizTalk, SEO, UI/UX, LAMP and anything IT related.

I can be reached at 602-595-9900 or via email at awilliams@vincentbenjamin.com.

Brad Taft

Career Transition Consultant | Vocational Evaluator | Expert Witness

Senior Employment and Career Transition Professional experienced in developing, delivering, marketing and selling career management, outplacement, vocational evaluation, labor market analysis, earning capability analysis, and other human resources services.

Provide Expert Witness Services in employment related lawsuits including divorce, wrongful discharge, discrimination, workers compensation, wrongful death, and personal injury matters.

Provide Outplacement Consulting Services to companies experiencing staff reductions and career transition and job search services to individuals.

Career Transition Services include career planning, career goal setting, resume and cover letter writing, personal branding, networking, interviewing, negotiating, labor market analysis, sources of job leads, and entrepreneurship consulting.

Workforce Planning Services include generational conflict resolution, communications among the generations, employee retention and talent acquisition.

Expert Witness Services in support of employment lawsuits such as wrongful termination and family law such as divorce include vocational evaluation, earning capability, earning capacity, labor market analysis, job analysis, and job search campaign analysis.