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Crpc Heath Harris

Heath Harris is a Senior Vice President and Financial Advisor at Oliver Wealth Management, specializing in retirement and investment planning for retirees, business owners, and professionals across the country.1 He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has been working in the financial services industry since 2006.1

Heath's approach to wealth management is driven by client education. He focuses on simplifying complex financial challenges and communicating effectively to help clients understand and position their assets optimally.1 He is known for being proactive in engaging with clients and coordinating retirement and wealth management strategies with their other trusted advisors.1

Heath earned a bachelor's degree in Finance from Salisbury University.1 In his personal life, he enjoys traveling, spending time with his family, and being on the water.1 His LinkedIn profile indicates that he is based in Towson, Maryland.2

At Oliver Wealth Management, Heath has reported success using marketing strategies to grow his client base. He mentioned landing four clients in his first year using a particular marketing program, which he considered a significant return on investment.3

Highlights

Jun 5 · oliverwealth.com
About Us - Oliver Wealth Management
About Us - Oliver Wealth Management
May 30 · oliverwealth.com
Heath Harris - Oliver Wealth Management
Heath Harris - Oliver Wealth Management

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Location

Towson, Maryland