Jeannette McCabe Harris

About Jeannette McCabe Harris

It would be a pleasure for my team and I to serve you! I have been helping individuals and families with all their financial needs for over 35 years. I align with senior executives and wealthy families, helping them plan and manage all aspects of their wealth. My focus as a CERTIFIED FINANCIAL PLANNER™, is to simplify the planning process. I am committed to developing a roadmap to help address complex wealth management challenges and aim to simplify one’s financial life. This is not a one-time process, but rather an ongoing relationship. As your life evolves, markets and laws shift, and priorities change, it requires vigilance and flexibility to help achieve and maintain your financial goals. I strive to serve as a dedicated, non-biased financial confidante to you and your family, tracking your progress and adjusting as needed. I hold a Bachelor of Science in Economics from The University of the Pacific. Having been orphaned at age 16, I learned to take care of my own finances at a very young age. I chose this career so I can help others with my hands on experience and knowledge. My interests outside of the office are interior design, and cooking. I enjoy many sports, tennis, pickleball, hiking and skiing. My husband Mark and I live in Cow Hollow, and raised two daughters Gigi, and Jacqueline in San Francisco. We love our city by the bay! I am always open to learning more about people’s financial goals. If you want to set up a quick call, please send me a direct message through LinkedIn or use the contact information below:#41••••••61 J••••••••@morganstanley.com https://advisor.morganstanley.com/the-reegler-taylor-harris-group Tax Management Strategies | Women\'s Wealth Management Strategies | Multigenerational Wealth Planning | Insurance Planning Needs | Estate Planning Strategies

Experience

1. Financial Advisor, Senior Vice President, Certified Wealth Strategist, Reegler, Taylor, Harris Group

   Morgan Stanley

   Jan 1984 — Present · San Francisco, CA, US

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Education

• University of the Pacific

  BS Economics and a BA French

  1979 — 1983