Wealth management approach

As a dedicated and experienced financial advisor, David is committed to helping clients achieve their financial goals with integrity and transparency. With more than 35 years in the financial services industry, he focuses on customized wealth planning and investment management.

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David Harris

David Harris

Senior Vice President - Financial Advisor, Portfolio Director 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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's start the conversation

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Meet David

Learn more about David Harris.

Latest Insights

Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

Feb 03, 2025 | RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

Read more
Inventory management

Will investors see a pause in rate cuts, or the end?

Jan 31, 2025 | Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Read more

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