Ian Harris is a graduate of Boston College with a major in Psychology and a minor in Business. He has an MBA in Marketing and Finance from UT Knoxville and an MA in German from Middlebury College. After a career in education and small business, Ian transitioned into the financial services industry in 2007 by earning his CERTIFIED FINANCIAL PLANNER™ certification. He joined a local advisory firm that was passionate about personal attention but was eventually bought and integrated into a large international bank that stressed a uniform approach to customers. Preferring the intense client focus and family atmosphere, Ian was excited to join the Heritage Wealth Management team in 2012. He enjoys being able to work closely with clients and focus on their individual planning needs, and Heritage was a perfect fit.
Ian is currently a member of the Houston chapter of the Financial Planning Association (FPA). He also volunteers in Scouting and has held multiple roles in Scouting BSA as an adult leader. He is also a member of Sacred Heart Catholic Church in Manvel, TX.
Ian grew up in Connecticut but finally made it to Texas in 1997, where he met and married his wife Carol. They live in Pearland with their three sons: Patrick, Broderick, and Jacob. For fun, Ian enjoys camping, hiking, and despite two left feet, country-western dancing with Carol.