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
Phone: (480) 250-1855
11811 N Tatum Blvd Ste 3031
Phoenix, AZ 85028
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