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 the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.At RBC...
06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

π‘πžπšππ² 𝐭𝐨 𝐠𝐒𝐯𝐞 𝐭𝐑𝐞 𝐠𝐒𝐟𝐭 𝐭𝐑𝐚𝐭 𝐫𝐞𝐚π₯π₯𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

Your hard work and determination have brought you here. Congratulations on your graduation!This milestone represents mor...
06/03/2026

Your hard work and determination have brought you here. Congratulations on your graduation!

This milestone represents more than a diploma or a degree. It's proof of your commitment, resilience and willingness to invest in yourself.

As you step into the next chapter, remember that the skills and confidence you've built will carry you forward.
Here's to new beginnings and all the possibilities ahead.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for...
05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Behind every service member is a spouse who holds everything together with incredible strength and grace.Today we honor ...
05/08/2026

Behind every service member is a spouse who holds everything together with incredible strength and grace.

Today we honor military spouses who manage households, careers and countless transitions while their partners serve.

Your resilience, sacrifice and unwavering support don't go unnoticed. Thank you for all you do.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.Cinco de Mayo remind...
05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

Congratulations!!
04/27/2026

Congratulations!!

Earth Day reminds us that we're all in this together. Whether it's supporting sustainable practices, making thoughtful c...
04/22/2026

Earth Day reminds us that we're all in this together.

Whether it's supporting sustainable practices, making thoughtful choices or simply spending time in nature, every action counts.

Here's to protecting what matters and building a healthier planet for everyone.

Address

756 Jefferson Street
Sturgeon Bay, WI
54235

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+19207437575

Website

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