Matthew Harris
Business Development Coordinator | Associate Wealth Management Advisor at Northwestern Mutual Dallas
- Role
- Associate Wealth Management Advisor at Northwestern Mutual
- Location
- Arlington, TX, US
- LinkedIn followers
- 500 followers
About Matthew Harris
Associate Planner at Northwestern Mutual in Dallas, Tx. Texas Tech University, BA in Personal Financial Planning. Credentialed Wealth Management Company Operational Staff - Specialized in Advisory based investments
Experience
Associate Wealth Management Advisor
May 2024 — Present · Dallas, TX, US
Portfolio Consulting | Private Wealth Management | Advisory Services | Equity Research | Compliance | Estate & Trust Planning | Business Planning | Market Analysis | Alternative Investments
Education
Texas Tech University
Personal Financial Planning
2016 — 2020
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