With a career spanning nearly four decades, Harold has focused on serving his clients’ best interests through:
Harold works with his clients to determine and evaluate their short and long-term goals and strives to help them meet those goals without undue stress or risk. Underscoring all this is his drive to deliver advice and services which amplify clients’ ability to enjoy their wealth and to live their lives to the fullest.
Before joining Raymond James in 2015, Harold held the high-level roles of Senior Vice President and Investment Officer with Wells Fargo for over 14 years. Prior to that, he was employed for 19 years as a Senior Vice President at Smith Barney and as an Associate Vice President with Prudential Securities. He graduated cum laude from Franklin & Marshall College with a bachelor’s degree in government and was a member of Phi Beta Kappa and Pi Gamma MU Honor Society.
Harold lives in Lancaster with his partner, Julie Walsh, and has 2 adult sons, Ian and Max. As an active member of the local community, he is a past president of the Hamilton Club of Lancaster and served as a board member for the Boys & Girls Club of Lancaster, the Conestoga Country Club, the Community First Fund and Hogar Crea of Lancaster.
Raymond James is not affiliated with any organizations mentioned.