Matthew  Harris

Financial Advisor

  • 10 Melville Park Road
    Melville, NY 11747

About Matthew

Matthew Harris is a financial advisor with Marcum Wealth, where he provides high level support to clients in developing and implementing comprehensive financial plans. With experience in both financial planning and wealth management, Mr. Harris’ passion lies in helping clients navigate the planning process.

With nearly 10 years of industry experience, Mr. Harris has a variety of capabilities including retirement planning, asset allocation, cash flow analysis, and education planning. He also helps families prepare for their college funding goals, working with them to create adequate spending budgets, and assisting them in developing debt management strategies.

Subject Matter Expertise

Financial Planning
Wealth Management
Asset Allocation
Client Service
Education Planning
Client Reporting

Practice Focus

High-Net-Worth Individuals & Families

Education and Certifications

MBA, Finance, BBA, Management
Hofstra University Frank G. Zarb School of Business

Certified Financial Planner (CFP®)