David Harris

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

Senior Vice President - Financial Advisor, Consulting Group

920-743-7575

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David is a seasoned financial advisor with a career spanning over four decades. Starting at the Chicago Mercantile Exchange in 1981, he gained valuable experience as a commodities trader before joining AG Edwards & Sons in 1985. During his 23-year tenure, David excelled as an investment broker and later as a branch manager. Following AG Edwards' acquisition in 2009, he transitioned to RBC Wealth Management, where he served as branch director and financial advisor. In August 2023, after 31 years in branch management, David refocused his efforts solely on client investment needs.

Beyond his professional endeavors, David is deeply engaged in his community. He serves as the Chairman of the Fish Creek Wisconsin Harbor Commission and contributes his expertise to the Door County Land Trust's Finance and Audit Committee.

In his leisure time, David enjoys managing his wooded acres for sustainable forestry and finding tranquility at his cabin on Chambers Island.

He is the proud father of two grown daughters, Nora and Vivian.

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

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 »

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