Greg Harris, JD, MBA

Financial Advisor

Phone:  (336) 376-7000
Fax: (336) 217-7979
E-mail:
brian.glaze@envisionwp.com

Greg graduated from Capital University with degrees in Internation Business and Political Science. He then received his law degree and MBA from Case Western Reserve University. While working at a Big Four accounting firm, Greg found his passion in personal finance. In 2000, he left public accounting to begin his career as a financial advisor working with individuals, families, and organizations.

In 2005, Greg helped found Harris Financial Services. He uses his background in accounting, finance, and law to plan comprehensively for his clients. He has expanded the services offered to clients to include tax planning and Medicare/healthcare planning in addition to financial planning, estate planning strategies, insurance planning, and providing investment advice. Greg understands that clients are best served by comprehensive planning as investments, taxes, healthcare costs, and estate planning become increasingly interrelated.

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Greg Harris, JD, MBA

Harris Financial Services