Dalton HarrisAssociate Advisor
Dalton serves as an Associate Advisor and works with clients on an individual basis to create customized, strategic, financial plans that are tailored to their unique needs. He also acts as a key liaison between our clients and team, ensuring all needs are met in each area of client services. Prior to joining Wealth Strategies Partners, he spent three years at Edward Jones and assisted with the management of over $200 million in assets.
Dalton currently holds his Series 7 and Series 66 licenses and earned his bachelor’s degree in finance from the University of Kentucky. He grew up in the heart of Franklin, Kentucky, and enjoys spending time on the green practicing his golf swing, hiking his favorite trails, and traveling.