Phil Harris
Vice President/Investments - Stifel
- Role
- Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Wichita Falls, TX, US
- LinkedIn followers
- 500 followers
About Phil Harris
Specialties: Wealth Management Strategies to include investment in faith-based models…
Experience
Vice President Investments - Stifel
Mar 2013 — Present · Wichita Falls, TX, US
Various positions held culminating in Vice President/Investments.As a financial advisor with Stifel, I leverage over 25 years of industry experience to take emotion out of the investment planning process. Over the past decades, I have worked closely with a diverse clientele. My clients include corporate executives, ranchers, business owners, families, churches, non- profit organizations, among others. I work closely with my clients helping them establish their unique investment needs and goals. My team and I customize a financial plan for each client to facilitate strategies that seek to preserve, build, and manage their net worth.With access to Stifel’s broad array of company resources, including nationally recognized equity research analysts and economic and market experts, I help clients make informed investment decisions based on their specific needs in concert with their personal beliefs and ethical approach.
Education
Texas A&M University-Commerce
Bachelor of Science
Midwestern State University
Attended classes
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