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Marcum Financial Services

Matthew Harris


CFP®
 
Junior Financial Advisor
Marcum Financial Services, LLC


 

10 Melville Park Road
Melville, NY 11747

Matthew Harris is a junior financial advisor at Marcum Financial Services, where he provides high level support to clients in developing and implementing comprehensive financial plans. With extensive experience in both financial planning and wealth management, Mr. Harris’ passion lies in helping clients successfully navigate the planning process, so they can achieve a secure financial future.

With nearly 10 years of industry experience, Mr. Harris has a variety of capabilities including retirement planning, asset allocation, cash flow analysis, and education planning. He also helps families prepare for their college funding goals, working with them to create adequate spending budgets, and assisting them in developing debt management strategies.

Prior to joining Marcum, Matt worked as a paraplanner for a Long Island-based registered investment advisory firm, where he provided portfolio and asset management to high net worth clients. He holds the Certified Financial Planner designation, as well as an MBA in Finance from Hofstra University.

Licenses & Certifications
  • CFP®
  • Series 7, Series 6, Series 63, Series
Subject Matter Expertise

Financial Planning
Wealth Management
Asset Allocation
Client Service
Education Planning
Client Reporting

Practice Focus

High-Net-Worth Individuals & Families

Education

MBA, Finance, BBA, Management
Hofstra University Frank G. Zarb School of Business

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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

OFFICES

Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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