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Aaron Harris, CFP®, CLTC
CERTIFIED FINANCIAL PLANNER™
Aaron is a seasoned financial advisor with over 20 years of experience in financial planning, investment strategies, and strategic leadership. Specializing in retirement planning, asset management, and insurance solutions, Aaron helps clients build secure financial futures through tailored investment portfolios and risk management. He holds his Certified Financial Planner (CFP®) designation, enhancing his expertise in comprehensive wealth planning.
At Raymond James (Producers Choice), Aaron served as Vice President of Internal Wholesaling from where he led a team of 18 professionals to achieve record growth in life, disability, and long-term care insurance production. He began by working closely alongside over 600 advisors in 5 different states. Then completed his tenure assisting planning teams nationwide.
Aaron started his career by building a successful retirement planning practice at Northwestern Mutual as a Financial Advisor and College Unit Director. Holding Series 7 and 66 licenses, he implemented integrated investment and insurance plans for clients while mentoring high-performing teams of college interns, earning national recognition for production excellence.
Aaron's foundation in strategic problem-solving began with his Bachelor of Science in Industrial Engineering from Michigan State University, complemented by a cognate in Communications, equipping him with the analytical and interpersonal skills essential for effective financial advising.
A proud Michigan State alumnus, Aaron resides in East Lansing, Michigan with his two daughters. In his free time, he enjoys golf, volleyball, softball, chess, working out, and quality family moments.
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