I enjoy being strategic and developing game plans, so working with such a wide variety of businesses and individuals with investment and insurance needs makes financial planning an exciting field. I enjoy helping people I have existing relationships with and meeting new people makes my career rewarding as well. I find it comfortable to talk to clients and prospective clients because I am already utilizing many of the same strategies and investment/insurance vehicles that I recommend.
Matthew (Bubba) Harris
Financial Advisor
Whitaker Myers Wealth Managers Ltd
United States, Ohio, Ashland
About Me
Profile Information
Financial Advisor
Whitaker Myers Wealth Managers Ltd
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Ashland
Ohio
United States
Jan 10, 2025
More profiles to browse
Jake Buckwalter
Financial Advisor
John-Mark Young
President / Chief Investment Officer
Andrew Young
Financial Planner
SA
Stephen Armstrong
Financial Advisor
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST