With more than 33 years of experience in financial planning and investment management, John Harris has the accumulated knowledge and perspective to help you with your financial goals. John understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. John will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
John endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you, your goals and an analysis of the current financial markets, John designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, John puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
John began his career in financial services in 1988 and previously spent 24 years with Edward Jones and nine years with Morgan Stanley. Today, John provides equities, fixed-income, securities, money management, Variable annuities, mutual funds, PTFs, and 529 savings plans.
A native of Oklahoma City, Oklahoma, John resides in Norman, Oklahoma. Away from the office, John also enjoys spending time with family, golf and fishing.