Greg Harris, JD, MBA

Greg Harris is the founder and principal of Harris Financial Services and a member of the Tyler-Stone Group network of financial advisors.

Greg received his Bachelor of Arts from Capital University in 1994 with a double major in International Business and Political Science. In 1998, he received his Juris Doctor and Master of Business Administration degrees from Case Western Reserve University. He developed a passion for working with families and individuals on their investments, insurance, and estate planning while working at a large accounting firm. This led him to begin his career as a financial advisor in 2000. He worked for two different broker-dealers before selecting LPL Financial as his broker-dealer and establishing Harris Financial Services in 2005.

Greg believes that the combination of his MBA, law degree, and public accounting experience enable him to bring a unique perspective and skill set to clients seeking a holistic approach to addressing their financial goals. He focuses on helping to implement cohesive strategies across his clients’ investment, insurance and estate planning needs, employing his Five Step HFS Consultative Process. This process provides clients with a better understanding of how financial market activity, market risk, fees and other factors can be managed to help protect and potentially grow a lifetime of financial assets. He has been recognized by LPL Financial for providing “Outstanding Client Service” in 2007, 2012, and 2013 based on production.

A Cleveland native, Greg feels fortunate to be a part of this vibrant and dynamic community. He credits his wife Debra for the integral role she played in helping to establish Harris Financial Services. He enjoys spending time with Debra and their son at many of the nearby Cleveland Metropark branches, attending programs at local libraries, and taking advantage of family-friendly activities at local museums and theaters.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Tyler-Stone Wealth Management, LLC, a registered investment advisor. Tyler-Stone Wealth Management, LLC, Tyler-Stone Group and Harris Financial Services, Inc. are separate entities from LPL Finanacial.