• J. Andrew Harris bio image

    J. Andy Harris, CFP®

    CERTIFIED FINANCIAL PLANNER™

Andy specializes in taking a comprehensive approach to investment planning that includes retirement and estate planning, portfolio construction, risk management, as well as mortgage and banking services through our affiliate, Raymond James Bank.

Andy graduated from Mississippi State University with a Bachelor of Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He resides in Dallas, Texas, with his wife, Jeanie, and their two sons, Jackson and Parker. He is active in the YMCA coaching his son's sports, enjoys skiing, spending time at Cedar Creek Lake, hunting and traveling back to his native Mississippi for Ole Miss Sports.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.