Service excellence

My team and I are devoted to providing a client-service experience that exceeds your expectations. We take pride in building long-term client relationships that build confidence and trust in our devotion to client goals and the knowledge and services we provide.

David Harris

Senior Vice President - Branch Director, Consulting Group

920-743-7575 | Email | |
920-743-7907

Qualifications

I have more than thirty years of experience as a financial advisor; five years as a cattle trader on the Chicago Mercantile Exchange and twenty-five years as a Branch Director and financial advisor with St. Louis-based AG Edwards, located in Door County, Wisconsin. I joined RBC Wealth Management in 2009. I manage investments primarily on a fee-only basis focusing on conservative growth and preservation of capital for individual and family clients.

I live in Fish Creek, Wisconsin and, during the summer months, on Chambers Island. I am the chairman of the Fish Creek Harbor Commission as well as a founding and current committee member of the Chambers Island Marina Co. I also hold a United States Coast Guard 100 Ton Masters license and serve as a company director for an ice-water rescue airboat manufacturing company.. I am a past officer and founding member of the Legal Aid Society of Door County and the former Vice-President of the Door Community Auditorium board.

Meet my associates

My client associates are Dona Dufeck, Senior Client Associate, and Nancy Lake, Senior Registered Branch Service Manager. Dona and Nancy have many years of industry experience and are experts in back office brokerage management.

We recommend fee based client relationships; however, we will consider transactional arrangements where appropriate.

Dona Dufeck

Senior Client Associate

920-743-7575 | Email
920-743-7907

Nancy Lake

Branch Service Mgr/Sr Registered Client Assoc

920-743-7575 | Email
920-743-7907