Jeannette Harris

Approach

My approach starts with listening. Before offering recommendations, I take the time to understand what matters most to you, what you've built, and the questions behind your decisions. From there, we work together to bring clarity to your financial picture. For individuals and families, that may include organizing investments, retirement planning, and tax\-aware strategies into a coordinated plan. For business owners, it often involves aligning business and personal finances, evaluating cash flow, and planning for future growth or transition. Rather than focusing on one\-time transactions, I work with clients to build a comprehensive strategy that evolves over time. My goal is to be someone you can turn to for guidance, ask questions freely, and feel confident in the decisions you're making.

Capabilities

I help individuals, families, and business owners organize their finances and make informed decisions through thoughtful financial planning and investment guidance. This often includes retirement planning, tax\-aware investment strategies, and aligning portfolios with long\-term goals and risk tolerance. My work also focuses on helping clients identify opportunities to improve after\-tax outcomes and bring greater clarity to their overall financial picture. For business owners, I provide guidance around cash flow, integrating business and personal finances, planning for growth, and preparing for succession or exit strategies. Across all areas, my role is to provide ongoing guidance and support so clients can adapt confidently as their lives, priorities, and financial needs evolve.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition