Broker Check
Greg Harris

Greg Harris

Director of Advanced Planning

Greg is Wealth Strategies’ Director of Advanced Planning, and has been providing financial services to the business community and professionals since 1984. His full service financial planning includes:

  • Business Succession and Estate Planning Strategies
  • 401(k) and other group benefit review and implementation
  • Diversified investment strategies
  • Life insurance portfolio review and recommendations
  • Disability and Long-term Care Protection

Designations and Degrees:

  • Certified Financial Planner ™
  • Retirement Income Certified Professional ®
  • Registered Employee Benefit Consultant®
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Colgate University, Bachelor’s Degree
  • Vanderbilt University, Master’s Degree

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance Lic. 0L57346 exp. 02/28/2021