Managing Director, Investments @ (August 2007 - October 2024)
Financial Advisor @ (August 2007 - July 2022)
Financial Advisor @ (February 2005 - August 2007)
Matthew Harris Education
University of Central Florida
Bachelor of Science (B.S.) (Finance, General)
1998-2002
Matthew Harris Skills
Leadership
Estate Planning
Financial Advisory
Series 63
Fixed Annuities
Retirement Planning
Portfolio Management
Investments
Finance
Investment Advisory
Asset Allocation
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
FINRA
Investment Strategies
Microsoft Excel
Asset Management
Customer Service
Financial Analysis
Management
Financial Reporting
Project Management
Retirement
Series 7
Securities
Matthew Harris Summary
Matthew Harris, based in Boca Raton, FL, US, is currently a Managing Director, Investments at Wealth Empowerment Financial Strategies. Matthew Harris brings experience from previous roles at B. Riley Wealth Management, National Securities Corporation and Merrill Lynch. Matthew Harris holds a 1998 - 2002 Bachelor of Science (B.S.) in Finance, General @ University of Central Florida. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Matthew Harris has 2 emails and 4 mobile phone numbers on RocketReach.
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