Office Location:
6115 Park S Dr
Suite 200
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 daughters, Gemma and Sofia, and dog, MacGyver.
Registered Principal and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian. CA Insurance License #0H08441, AR Insurance License #15658372.
© 2024 Consolidated Planning. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
