H Farris
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Alpharetta, GA 30009
Credentials
Series 63, Series 65
Industry experience
41 years
H Farris is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. His practice emphasizes understanding each client's full financial picture and developing flexible strategies aligned with changing market conditions. He offers access to investment insights from Merrill and financial solutions from Bank of America.
H Farris's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Wittenberg University.
Outside of his professional work, H Farris dedicates time to community involvement, including volunteering with the Boy Scouts of America. His personal interests include golfing, swimming, traveling, and spending time with his family.
Bank Of America, N.a.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1984 - Present (42 years)
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