Dalton Harris Email & Phone Number
Lead Planning Advisor @ R.D. SMOTHERS WEALTH MANAGEMENT, LLC.
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Dalton Harris Location
- Bowling Green, KY, US
Dalton Harris Work
- Lead Planning Advisor @ (June 2026 - Present)
- Ultra High Net Worth Associate @ Bernstein Private Wealth Management (April 2025 - June 2026)
- Financial Advisor @ (August 2024 - April 2025)
- Associate Advisor @ (June 2022 - June 2024)
Dalton Harris Education
- University of Kentucky
Bachelor of Business Administration - BBA (Finance, General)
2018-2022
Dalton Harris Skills
- Financial Advisory
- Financial Planning
- Financial Services
- Customer Service
- Leadership
- Problem Solving
- Business Administration
Dalton Harris Summary
- Dalton Harris, based in Bowling Green, KY, US, is currently a Lead Planning Advisor at R.D. SMOTHERS WEALTH MANAGEMENT, LLC.. Dalton Harris brings experience from previous roles at Bernstein Private Wealth Management, Edward Jones and Wealth Strategies Partners. Dalton Harris holds a 2018 - 2022 Bachelor of Business Administration - BBA in Finance, General @ University of Kentucky. With a robust skill set that includes Financial Advisory, Financial Planning, Financial Services, Customer Service, Leadership and more. Dalton Harris has 2 emails and 2 mobile phone numbers on RocketReach.
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