David Harris

David Harris

Senior Vice President - Financial Advisor, Consulting Group

920-743-7575
Email | | |

Strategy. Execution. Success.


While my practice is based in Door County, Wisconsin, I have clients from across the United States. 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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Meet David

Learn more about David Harris.

Latest Insights

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The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 | Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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College funding: It’s a family affair

May 01, 2024 | RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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