Contact us at 913.451.7526
Contact us at 913.451.7526

Mark Harris, MBA | Private Wealth Manager

Mark Harris, MBA, joined Personal Financial Group in February of 2013 as a Private Wealth Manager. Mark brings to the team almost 25 years of experience in the financial services industry, initially as a financial analyst and for the last 19 years as a Financial Advisor focused on creating customized strategies for clients and their individual needs.

Mark worked with both American Century Investments and AT&T, completing extensive analysis on their financial systems. Mark has managed and advised clients and their families at institutions including UMB Bank, Bank of America and RBC Wealth Management, with an emphasis on financial planning, asset allocation, risk reduction, asset preservation and conservative growth using sophisticated financial and estate planning techniques.

Mark earned an MBA in Finance from prestigious Rockhurst University here in Kansas City in 1994. Mark attended both William Jewell College in Kansas City and The University of Missouri, graduating with a Bachelors Degree in 1984.

Mark has lived and worked in the greater Kansas City area his entire life, growing up in a small town south of the metropolitan area. He currently lives in Leawood, Kansas with his wife, daughter and 2 dogs. Mark enjoys sports, traveling, hiking and time with friends and family. He is also very involved with charitable works through various groups throughout the Kansas City area.

Email: mharris@personalfinancialgroup.com

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