James M. Harris III

James M. Harris, III, CFP®, CIMA® Senior Vice President – Investments Financial Advisor James M. Harris, III (Jay) has been providing comprehensive, holistic advice since 1990. His focus is on the private family-held business and the families that run them. Jay has deep knowledge in the area of succession planning for family-held businesses. He has a clearly defined, disciplined and repeatable investment process with services in the areas of Trust and Estate Planning Strategies, Philanthropic Advisory, Private Company Advisory, Family Wealth Stewardship, Next Generation Education, Insurance Advisory, and Concentrated Holdings Strategies. Jay is both a Certified Financial Planner™ and a Certified Investment Management Analyst®, designations that allow him the skills and strategies to guide clients through complex financial challenges and wealth management decisions.