A Boise native with deep community ties, Phil graduated from Yale University before returning home to launch his career as a Financial Advisor. For over 25 years, he has specialized in researching, designing, and actively managing investment portfolios tailored
to dynamic market conditions, serving individuals, business owners, and executives.
Phil Harris
Senior Principal, Fiduciary, and Financial Advisor
Phil holds the following licenses:
Series 7: General Securities, Series 66: Combination State Law and Registered Investment Advisor Representative