David Harris, Financial Advisor at RBC Wealth Management

David Harris, Financial Advisor at RBC Wealth Management David Harris, Financial Advisor/ Branch Director at RBC Wealth Management. Upon the firm's acquisition in 2009, I transitioned to RBC Wealth Management.

I have dedicated my career to helping families and individuals navigate the complexities of financial planning. I started as a commodities futures trader at the Chicago Mercantile Exchange and then spent 23 years as a financial advisor and branch director at AG Edwards. I work closely with high-net-worth families and individuals to help them preserve and grow their wealth across generations. My fo

cus is on delivering thoughtful, tailored strategies designed to meet the unique needs pf each client- whether It's investment management, legacy planning, or navigating life's financial transitions with clarity and confidence. Outside of the office, I am actively engaged in the community. I serve as the chairman of the Fish Creek, WI Harbor Commission and am a member of the Door County Land Trust board of directors, where I contribute my expertise to the finance & audit, and endowment trust committees. In my free time. i enjoy caring for my forested acreage and spending time at my cabin on chambers Island. I am the proud father of two grown daughters, Nora and Vivian.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

This week I attended RBCโ€™s Next Level symposium in Lake Geneva. A terrific event that highlighted RBCโ€™s comprehensive ca...
08/11/2026

This week I attended RBCโ€™s Next Level symposium in Lake Geneva. A terrific event that highlighted RBCโ€™s comprehensive capabilities. It also gave me an opportunity to meet with many of my partners that help my clients and me on a daily basis.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionalsโ€”estate planning attorneys, CPAs and trust officersโ€”along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , ...
07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payof...
07/08/2026

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payoff, whether itโ€™s at the beach, the mountains or some far-off destination, all that much sweeter.

๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐œ๐ค๐ž๐ญ ๐ฅ๐ข๐ฌ๐ญ ๐ข๐ฌ ๐œ๐š๐ฅ๐ฅ๐ข๐ง๐ . Letโ€™s chat about how to make it happen.

Wishing you and your family a safe and meaningful #๐…๐จ๐ฎ๐ซ๐ญ๐ก๐จ๐Ÿ๐‰๐ฎ๐ฅ๐ฒ. #๐ˆ๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐œ๐ž๐ƒ๐š๐ฒ is a reminder of what truly matters: ...
07/04/2026

Wishing you and your family a safe and meaningful #๐…๐จ๐ฎ๐ซ๐ญ๐ก๐จ๐Ÿ๐‰๐ฎ๐ฅ๐ฒ.

#๐ˆ๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐œ๐ž๐ƒ๐š๐ฒ is a reminder of what truly matters: freedom, community and the people we hold dear.

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth ...
06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

The first day of summer is here!Whether you're planning adventures or simply enjoying moments with the people you care a...
06/21/2026

The first day of summer is here!

Whether you're planning adventures or simply enjoying moments with the people you care about, summer reminds us to pause, appreciate and make time for what brings us joy.

Here's to a season filled with sunshine and good memories.

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54235

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