Harrison joined Merrill Lynch Wealth Management as a Wealth Advisor in 2018. He utilizes Merrill’s goals-based wealth management process to place his client’s individual goals and needs at the center of the wealth management process. Harrison earned his Bachelor’s degree in Finance from Quinnipiac University’s Lender School of Business and currently holds Series 7 (General Securities Representative), Series 66 (Investment Advisor Representative) FINRA registrations in addition to the Chartered Retirement Planning Counselor™, CRPC™ designation awarded by the College for Financial Planning Institutes Corp.
A Marshfield, MA native, Harrison currently resides in South Boston, MA. He is an active member of the Boston Estate Planning Council, Boston College High School Alumni Association, as well as the Cystic Fibrosis Foundation’s Tomorrow’s Leaders organization. He enjoys boating, skiing, and spending time with family on the South Shore in the summer.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
My mission, first and foremost, is to understand you as an investor and what financial goals matters most to you. Armed with that information I can ask thoughtful questions -- listen carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help design and implement a personalized financial plan intended to allow you and your family to confidently pursue financial goals while helping manage investment risk. My approach is to focus on providing the right solutions that can help turn goals into reality.
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.
