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Kevin M. Harris, CPA, CFP®

Kevin M. Harris, CPA, CFP®

Kevin M. Harris is a Certified Public Accountant and a Certified Financial Planner professional with over thirty years experience in the financial services industry, including banking, insurance and public accounting. A 1980 graduate of Austin Peay State University, he has also successfully completed all of the course work offered by the College of Financial Planning. 

Kevin also holds a Series 7 and 63 Securities license and a Tennessee insurance license for Life, Health and Disability. He is a member of the American Institute of CPA’s and the Tennessee Society of CPA’s. 

Through his affiliation with HD Vest, Kevin advises clients in the creation and growth of wealth, protection and preservation of wealth and development of tax efficient plans to distribute this wealth during their lifetime and through their estate. This includes tax and estate planning, investment management and the preparation of comprehensive financial plans. To provide more holistic services, he also practices as a CPA, which allows him to provide accounting and tax preparation services as well.