Harry has more than 36 years of experience in providing financial and wealth management advice and services. As a Wealth Management Specialist™ (WMS™) and Chartered Mutual Fund Counselor™, his areas of expertise include asset allocation strategies and individual equity and municipal bond selection.
Prior to the establishment of the Louisville Capital Advisors of Raymond James, Harry spent more than 26 years as a financial service professional at Merrill Lynch. He began his career in the property and casualty insurance business and is a graduate of Washington and Lee University.
A native of Louisville, Harry and his wife, Betsy, have two grown children who are also Louisville residents. Harry enjoys hunting and golf in his spare time.
Chartered Mutual Fund Counselor™ and CMFC™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.