Jeannette Harris
I work with individuals, families, and small business owners who have built savings or successful businesses and want clarity about what comes next.
Through personalized financial planning and investment guidance, I help clients make informed decisions, align their finances with their goals, and move forward with confidence.
Most people and business owners are not doing anything wrong with their money. They have saved diligently, contributed to retirement accounts, reinvested in their businesses, and made thoughtful decisions along the way.
Over time, however, the questions evolve. Individuals and families begin wondering whether their money is invested correctly, if they are paying more in taxes than necessary, and whether they are actually on track for retirement or simply hoping they are.
Small business owners often face additional complexity as they balance personal wealth with business cash flow, growth decisions, succession planning, and long‑term exit considerations.
My philosophy is that financial decisions should feel intentional, not reactive. Clarity comes from understanding how investments, taxes, risk, income, and future plans work together as a whole. When everything is viewed in context, better decisions naturally follow.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
