Harry Pappas Jr. is a CERTIFIED FINANCIAL PLANNER™, Certified Estate & Trust Specialist™, and a Certified Divorce Financial Analyst™. Additionally, Harry has a Master Degree in Personal Financial Planning and is a Premier Advisor with Wells Fargo Advisors' Private Client Group, which is reserved for the top 15% of the firms' Financial Advisors. The Premier Advisors designation reflects a high level of professional achievement based on many factors including production. Harry's inclusion in this program underscores his ability to understand his clients' aspirations and to develop investment plans and strategies to help achieve this objective. More importantly, it reflects Harry's capability to earn clients' trust by offering sound, objective, professional advice, and high-quality service.
Harry has been a Financial Advisor since 1985. He is a graduate of Florida State University and a native of Pittsburgh, Pennsylvania. In only his third year, Harry was named to the Chairman's Council at Salomon Smith Barney. This honor is reserved for senior advisors. In 1991, prompted by Harry's unending dedication to his clients, commitment to quality and successful money management, Harry was promoted to Vice President, Investments. Then in 1994, Harry was promoted to Senior Vice President and became a member of the firm's Director's Council, which is a top honor bestowed upon an advisor at Salomon Smith Barney. In 2004, Harry transitioned his business to Wachovia Securities, which subsequently was purchased by Wells Fargo. Shortly after joining Wachovia Securities, Harry earned the firm's highest title: Managing Director-Investments.
Harry's success was honored by Registered Representative Magazine as it selected Harry as one of its "Top Ten Brokers" in 1996, an honor no individual can receive more than once. The selection criteria were based on superior performance in money management, client service, business building and acknowledged peer recognition and respect. The ranking is not indicative of past or future investment performance. Shortly after that, Harry was invited to write a monthly column for the magazine. Harry titled his column, "Selling from the Heart." As a follow-up to his column, Harry was asked to write a book for the industry's Financial Advisors, showing the Advisors what is necessary to build a successful investment planning practice. Harry has been a much sought-after national speaker, sharing his success with colleagues, financial consultants, and investors. Whether Harry is leading a workshop, a seminar or delivering a keynote speech, he puts his entire body, soul, and heart into a powerful message that he gives with a fiery passion. Also, Harry writes a bi-weekly financial column for the Ponte Vedra Recorder Newspaper.
Harry focuses on money management and estate planning strategies for high net worth individuals, business owners, and professionals. Harry consistently seeks to improve performance through careful examination and evaluations of investment strategies of Wall Street's best money managers. As a result, Harry has established himself as one of the most respected advisors through a solid work ethic, conservative investment ideology, and a solid commitment to client service. Ask Harry what his secret to success is, and he quickly replies; "Passion! I am driven by a burning desire to serve my clients. Harry balances his passion for work with his love for his two children along with joy of running. Daughter Tori is a Public Relations Specialist and son, Trey is a Financial Analyst.
CA Insurance license #OM19928. Resident state Florida.