portrait of Austin Harris
FINANCIAL ADVISOR
Serving clients with $500,000
CallSend Me a Message

About Austin

For nearly a decade, I have dedicated myself to providing an exceptional experience for my clients. My approach to working with families focuses on three key areas: preserving their wealth, enhancing their lifestyle and helping them create the legacy they envision. My clients often have complex wealth needs, seek effective tax strategies and prefer to delegate investment management.

Before engaging with a prospective client, I conduct an in-depth analysis of their lifestyle, goals and aspirations, ensuring I understand what is most important to them and what they aim to achieve both now and in the future.

I possess education and experience...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • College for Financial PlanningMaster of Science
  • Univ of Alabama-BirminghamBachelor of Science

Personal Interests

  • Personal Fitness
  • Vintage Cars
  • Traveling
  • Wine Collecting/Enthusiast
  • Football

Team Members

  • Sherri Ferguson
    Sr. Branch Office Administrator
    FPQP®
  • Emily Finck
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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