My profile

What Makes Us Different?

In the financial service industry, there have been many intelligent, well-spoken individuals who have taken advantage of investors, and numerous well-publicized stories that have contributed to the skepticism that many people have about our industry.

I argue that it is the relationship that is paramount, which is why our relationship with clients is a thread woven through everything that we do.

Caring about one’s clients is a crucial element of a prosperous business. People know when someone cares. You cannot train someone to care. Either you care, or you do not. Some folks think they can fake caring as if they were using a tactic out of the book of exploitation. Sure, this may work for a while for some, but in the end, their perverse ways will be discovered, and they will fail.

I believe with utmost conviction that if we work under the premise of genuinely enjoying giving, offering constant unparalleled value, and dedicating ourselves to excellence and activities that express honesty and trustworthiness, substantial rewards will present themselves somehow someday.

We believe we stand out from the pack in ways that discerning clients will appreciate. Allow us to prove it to you.

41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans

Education

  • Florida State University 600 W. College Ave, Tallahassee, Florida 32306 B.S. Marketing
  • Master's Degree in Personal Financial Planning; The College for Personal Financial Planning 9000 E Nichols Ave #200, Centennial, CO 80112

Professional associations

  • Certified Financial Planner Board of Standards

Previous experience

  • Paine Webber Pittsburgh, Pennsylvania Financial Advisor 1985-1987, 2 years
  • E.F. Hutton Pittsburgh, Pennsylvania Financial Advisor 1987-1988, 1 year
  • Lehman Brothers Pittsburgh, Pennsylvania (Purchased E.F. Hutton) Financial Advisor 1988-1993, 5 years
  • Citigroup (Purchased Lehman Brothers) Ponte Vedra Beach, Florida Financial Advisor 1993-2004, 11 years
  • Wells Fargo Ponte Vedra Beach, Florida Financial Advisor 2004-2022, 18 years

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

More About Harry

Harry has been a much sought-after national speaker, sharing his success with fellow colleagues, financial consultants, and investors. Whether Harry is leading a workshop, facilitating a seminar, or delivering a keynote speech, he puts his entire body, soul, and heart into a powerful message that he delivers with a fiery passion. Harry was a financial columnist for his local paper, Ponte Vedra Recorder, for about 15 years.

Interests

I am a hard-core introvert and proud of it! Perhaps like you, I enjoy the company of a good book and a view, and spending time with family is far more pleasing than a social gathering with friends or colleagues. I exhaust most of my social energy while working, so I crave isolation, which is where I get energized. I love learning and I am incredibly inquisitive. I am obsessed with personal growth, and I am addicted to productivity because, in my view, there is a short distance between the penthouse and the outhouse.

My photos

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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.