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Why I Became a Financial Advisor

Why I Became a Financial Advisor

| February 10, 2022
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My career as a financial advisor started with my dad. As a hardworking advisor at AXA Equitable, he inspired me to pursue my own career in the financial industry, and we eventually co-founded Premier Planning Group together in 2001. Since then, our firm has grown exponentially, and many of our employees are family members. This makes PPG uniquely interested in the family dynamics that play a part in financial planning—especially retirement planning, which we consider to be our specialty. 

First Career Steps

I didn’t start out running my own independent advisory firm, though. I initially obtained my bachelor’s degree from the University of Illinois at Urbana-Champaign and went on to start working as a financial advisor in 1999. After that, I spent many years working for the prestigious consulting firm McKinsey & Company in Washington, D.C., and Moscow, Russia.

It wasn’t until my dad approached me about starting our own firm that I realized how much I wanted to work for myself, helping people in my local community of Annapolis. We saw a huge need for objective and honest retirement planning, and with our combined experience in the financial industry, Premier Planning Group was created to fill this void.

My brother, Chris, joined as chief financial officer in 2003 after working as an advisor himself for several years. The firm has been very successful over the last 20 years, and I owe it all to the dream my dad and I shared and our willingness to create something that didn’t exist before. 

My Career Today

Today, I take pride in being able to help my clients find retirement solutions they may not have known about otherwise, and I am honored to be the recipient of the #1 Advisor Leadership Award* at Summit for seven years running.

I like to think I have a reputation as one of the top retirement advisors in the business, but at the end of the day, I really just enjoy helping clients navigate retirement and get the most out of their hard-earned money by utilizing creative and unique retirement distribution strategies.

Why I Love What I Do

I’m a highly motivated person and genuinely enjoy my job, so it’s hard to pick one aspect to call my favorite. If I must choose, I would say that building long-lasting relationships with clients and seeing them live their best lives using the retirement strategies that I’ve designed is the best part. Oftentimes, clients come to us stressed out and worried about how to plan for retirement. I’m able to provide peace of mind to a situation that would otherwise cause extreme anxiety, and that makes it easy to get out of bed and go to work every day.

Want to Know More? 

Don’t just take my word for it—experience the difference an objective, a relationship-based financial advisor can make in your life. Take the first step toward your dream future by calling our office at (443) 837-2520 or emailing my executive assistant, Talia Grover at taliagrover@premierplanninggroup.com to set up a complimentary consultation. 

About Brion

Brion Harris is the CEO, founder, and managing partner of Premier Planning Group, an independent financial firm specializing in working with pre-retirees and retirees, helping them create customized wealth preservation and retirement distribution strategies. With over 20 years of experience, Brion has developed deep knowledge and skill in helping his clients simplify their finances and find confidence in their financial future. Brion and the Premier Planning team are known for their unparalleled client service and their dedication to building long-lasting relationships with their clients. As a result, Brion has been the recipient of the #1 Advisor Leadership Award* at Summit for seven years running. 

Brion is a proud 20-year resident of the Annapolis community, where he resides with his wife, Elizabeth, their three children, Addison, Jay, and Scarlett, and their two dogs, Pepper and Coco. When he’s not working, you can find him boating, skiing, traveling, and enjoying good food and music with his family. If you want to learn more about Brion, connect with him on LinkedIn.

*The #1 Advisor and Leadership award is based on production data and is awarded by the Summit Financial Networks region of Cetera Advisor Networks LLC. Brion Harris received the award in 2019, 2020, and 2021. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. The #1 Advisor and Leadership award was based on production data while at Summit Brokerage Services, Inc. Brion Harris received the award in 2015, 2016, 2017, and 2018. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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