Michael Harris
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Indian Wells, California, United States
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Michael Harris is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leads the Harris Clerkin Suafoa Group. With a robust background in asset management and estate planning, Michael has cultivated a reputation for delivering tailored financial strategies that resonate with the unique needs of families, business owners, and professionals. His team is dedicated to providing comprehensive wealth management solutions, ensuring that clients not only meet their immediate financial objectives but also secure their long-term aspirations.
Currently, Michael is spearheading several key projects that focus on integrating advanced financial technologies to enhance client engagement and streamline investment processes. By leveraging cutting-edge tools and data analytics, he aims to provide clients with real-time insights into their portfolios, allowing for more informed decision-making. Additionally, Michael is committed to educating clients about the intricacies of estate and wealth planning, ensuring they understand the importance of proactive strategies in preserving and growing their wealth across generations.
As a Certified Financial Planner (CFP®), Michael emphasizes the significance of a holistic approach to financial planning. His expertise encompasses a wide range of services, including retirement planning, risk management, and tax-efficient investment strategies. By fostering strong relationships built on trust and transparency, Michael and his team strive to empower clients to navigate the complexities of wealth management with confidence. Whether addressing immediate financial concerns or planning for future generations, Michael Harris is dedicated to guiding clients on their journey toward financial independence and security.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in October 2002 to Present
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Asset Management
Estate and Wealth Planning
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What is Michael Harris email address?
Email Michael Harris at [email protected] and [email protected]. This email is the most updated Michael Harris email found in 2026.
What is Michael Harris phone number?
Michael Harris phone number is +12064754656.
How to contact Michael Harris?
To contact Michael Harris send an email to [email protected] or [email protected]. If you want to call Michael Harris try calling on +12064754656. (updated on October 30, 2024)
What company does Michael Harris work for?
Michael Harris works for Merrill Lynch Wealth Management
What is Michael Harris's role at Merrill Lynch Wealth Management?
Michael Harris is Wealth Management Advisor, Senior Vice President
What industry does Michael Harris work in?
Michael Harris works in the Financial Services industry.
Michael Harris Email Addresses
Michael Harris Phone Numbers
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