Michael HarrisRICP®, CExP™
6115 Park S Dr
Charlotte, NC 28210
Michael Harris is a financial advisor and Chief Operating Officer within Consolidated Planning, Inc. In his leadership role, Michael’s teams provide the highest level of operational support to Consolidated Planning’s 100+ advisors including the areas of investment, underwriting, and coaching/planning.
A proud graduate of Stony Brook University, Michael earned a double major in Business Management and Economics. After several years working with a top producing agency in New York, Michael relocated to Charlotte joining Consolidated Planning in 2013.
Michael continues to build his knowledge and experience in the areas of accumulation, retirement, business exit, and estate planning. He has earned the Retirement Income Certified Professional® and Certified Exit Planner™ designations; holds Series 6,7,63, 66 and 24 securities registrations; as well as Life and Health and Long-Term Care insurance licenses.
In one of his functions, Michael is actively involved in providing case consultations to CP’s advisors as well as providing training throughout the firm. In addition to helping advisors within Consolidated Planning, Michael also provides training, coaching, and joint work to advisors within other planning firms across the country. He is also an individual producer with his own active financial services practice.
Michael and his wife, Olivia, live in South Charlotte with their daughter, Gemma, and dog, MacGyver.
Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian. CA Insurance License #0H08441, AR Insurance License #15658372.