Broker Check

7112 W Jefferson Avenue
Suite 107
Lakewood, CO 80235

Harris Tax & Wealth Management, PC

(303) 985-7654

 
Melony Harris, CFP, CPA, MBA

Melony Harris, CFP, CPA, MBA

Financial Advisor

I am dedicated to developing lasting relationships with all my clients. My objective is to help you assess your financial goals and participate in the management of your finances. My firm is dedicated to providing individual guidance on your specific financial situation and work with you on an ongoing basis as your goals evolve and your portfolio changes.

I uniquely serve you using the vast resources that support me through our broker/dealer—H.D. Vest Investment ServicesSM.

LICENSES, EDUCATION & ORGANIZATIONS

Certified Public Accountant License

FINRA Series 7 (General Securities Representative), 65 (Investment Advisors Law Exam) Securities Licenses

Colorado Insurance Producer

Bachelor of Business Administration - Accounting Major - University of Oklahoma 1978

Master of Business Administration - University of Colorado at Denver 1996

Member: Colorado Society of Certified Public Accountants

Rotary Club of Conifer