Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
Amani Y. Harris<br />
r Professi<br />
FS 14 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
Building Relationships With Knowledge, Commitment to Excellence and Compassion<br />
e <strong>Star</strong> Professiona<br />
Left to right: <strong>Five</strong> <strong>Star</strong> award winner Amani Y. Harris and Ashley S. Henderson<br />
• Family and business wealth management — fi nancial and retirement planning<br />
• Goals: protect, grow, and transfer wealth and values<br />
• Risk management: contingency planning and portfolio management<br />
Titles: Second Vice President, Portfolio Manager, Financial Advisor, Client Service Associate<br />
Designation: Master of Business Administration (MBA) – Seattle Pacific University<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Managing wealth begins with understanding the goals and<br />
objectives of clients then developing a comprehensive wealth<br />
management plan/strategy that is monitored and managed<br />
with the changes in a client’s life. Amani and Ashley believe a<br />
fi nancial advisor’s role is to help provide personal solutions that<br />
are centered on clients’ values and goals while helping clients<br />
be prepared for diff erent stages of life, especially retirement.<br />
Amani and Ashley also work closely with other professionals<br />
such as CPAs and estate planning attorneys in the planning<br />
process.<br />
Two Union Square: 601 Union Street, Suite 5200 • Seattle, WA 98101<br />
Office: (206) 628-4420<br />
amani.y.harris@mssb.com • www.fa.smithbarney.com/amaniharris<br />
Areas of Focus:<br />
Retirement Planning and<br />
Risk Management for<br />
Families, Business Owners<br />
and Executives<br />
Amani began his career in the fi nancial services industry in<br />
2002, after serving as an army offi cer. The years of selfl ess<br />
service provided a focus on discipline, contingency planning,<br />
risk management, structure and process management. He has<br />
always asked questions in a continuous quest for potential<br />
solutions to help navigate a complex market and unique client<br />
life goals such as retirement income.<br />
“Thank you to my wonderful clients. It’s my privilege and largest<br />
responsibility serving my clients with excellence.”<br />
<strong>Wealth</strong> management from the heart.<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes<br />
© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors or Private <strong>Wealth</strong> Advisors do not provide tax or<br />
legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving<br />
taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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