Jim Harris
Private Wealth Manager, Financial Planner & Regional Director at Money Concepts Wealth Management ~ SE Independence Group: Marietta, GA & Mount Pleasant, SC
- Role
- Wealth Manager, President, Director Se Independence Group (Ga, Sc, Nc, Al) at Money Concepts
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
About Jim Harris
Jim’s professional career began in the spring of 1984 in Fort Lauderdale FL as a…
Experience
Wealth Manager, President, Director Se Independence Group (Ga, Sc, Nc, Al)
Feb 2004 — Present
Jim Harris has extensive experience in the financial services industry which spans over 30 years. He is the president of an independent wealth management practice with branches located in Marietta, GA and Mount Pleasant, SC.Jim provides comprehensive planning and wealth management services to develop personalized roadmaps for financial success. Clients receive customized guidance every step of the way, because their journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You. Our asset allocation recommendations and individual investment selections are customized for each client. We establish custom targets and specific objectives for each account and for your entire portfolio. All accounts are monitored and managed based on your personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet the objectives and specific goals of your portfolio. Jim manages Regional Offices in Georgia and South Carolina for Money Concepts Wealth Management & Financial Planning Network. He provides superior support and training for independent financial professionals who own and operate wealth management & financial planning centers throughout Georgia. Jim specializes in “Peak Performance Advisor Coaching” and teaching “Professional Practice Management” techniques. As Regional Director, Jim holds regional seminars, advisor meetings and workshops including financial planning schools to help advisors maintain their competitive edge with wealth management concepts and planning strategies. His responsibilities include assistance with business planning, personal development and account management. He also provides continuing education credits and guidance on customizing individual client solutions.All Securities Offered Through Money Concepts Capital Corp. Member FINRA/SIPC11440 North Jog Road, Palm Beach Gardens, FL 33418 Phone:(561)
Education
Florida Southern College
B.S.
1981 — 1984
Gallia Academy High School
Diploma
1976 — 1979
Skills
- Custom Asset Allocation
- Securities
- Income Planning
- Estate Planning
- Investment Selection
- Investments
- Wealth Management Services
- Wealth Management
- Strategic Financial Planning
- Financial Educator
- Superior Client Service
- Market Scholar
- Portfolio Management
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.