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Nicholas A. Harris

Partner, Senior Vice President

Cassaday & Company Inc

United States, Virginia, McLean

About Me

Nick Harris is a Partner at Cassaday & Company, Inc. and has been with the firm since 2006. Nick works with families, individuals, and nonprofit organizations to guide them through important life and financial decisions. By listening carefully to investors, engaging them in purposeful conversation, and educating them about their financial situations, Nick is dedicated to helping his clients achieve their long-term goals. Nick practices a model of integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance, including investment management, insurance, income and estate tax planning, charitable giving,

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Profile Information

Partner, Senior Vice President

Cassaday & Company Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

McLean

Virginia

United States

Aug 20, 2024

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