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Zaneilia Harris

PresidentHarris & Harris Wealth Management Group, LLC

Washington D.C. Metro Area

Member Since December 2020

Skills

Investments
Wealth Management
Financial Planning

About

I'm a CERTIFIED FINANCIAL PLANNER™, conference SPEAKER, special guest BLOGGER, and financial EDUCATOR for women and women's organizations. The latter I do as part of my Savvy Women Investor Circle (SWIC), an educational program designed for women to gain knowledge and guidance around building and growing their investment assets. As President of Harris & Harris Wealth Management Group, I share my financial advice and expertise to women professionals, whether she is an executive at a Fortune 500 company or a business owner of a multi-million dollar company. I leverage my 20+ years of experience in finance and accounting with Merrill Lynch, Edward Jones Investments, PricewaterhouseCoopers, and The NASDAQ Stock Market to help women achieve their dreams and solve their financial challenges. My interest in finance began early. In college, I frequently read “Money” magazine and enjoyed providing informal financial advice to friends and colleagues. After graduating cum laude from St. Paul’s College, Lawrenceville, VA with a B.S. degree in Business Administration, concentrating in Accounting, I was offered a full time position as an auditor for the Department of Defense. It was during this time that I developed my interest in using research to identify the right solution to complex problems. In 2000, I began my investment career with Edward Jones Investments. My ultimate goal was achieved in 2009 when I formed Harris and Harris Wealth Management Group to provide wealth management and financial planning to professional women in the Washington, D.C. metropolitan area. Our objective is to work on your behalf to provide the highest level of care and expertise related to your investments and financial goals. We look forward to the opportunity of ensuring the financial well-being of you and your family.

Published content

Gen X: Are You Retirement-Ready?

article

It's time to reprioritize what's important in life.

Want to Increase Customer Loyalty? Try Leveraging Transparency in Your Communications

expert panel

Transparency in your customer communications is a surefire way to encourage loyal, lasting relationships with them. Open, honest communication is the cornerstone of any good relationship, including that between a business and its customers. Without transparency from a brand, consumers can be left feeling vulnerable and uncertain about whether a company will fulfill their wants and needs. When internal concerns stretch an organization thin, a good customer service experience can be hard to replicate over and over again. However, there are techniques that can ease communication between companies and the customers who support them. Below, a panel of Newsweek Expert Forum members shared their top recommended ways to leverage transparency and increase customer loyalty. 

Eight Ways to Promote a Truly Egalitarian Workplace

expert panel

Diversity is more important than ever in the business world, but equity must go hand-in-hand with these efforts. In today's social climate, companies are rightfully looking to diversify their staff. This often involves developing unbiased hiring process and opening up the floor to input from employees of all job levels and backgrounds. The result of such changes is a rich tapestry of unique perspectives that contribute to better business solutions. However, without a simultaneous focus on equity and inclusion, those diverse voices may not be properly incorporated and leveraged. Eight members of Newsweek Expert Forum offered advice to leaders who want to develop and promote more egalitarian workplaces. Follow their tips to encourage a truly diverse culture and workforce.

14 Ways to Go All-In on a Seemingly Overwhelming Goal

expert panel

Breaking down a goal into manageable steps can help reduce pressure and increase productivity. Perseverance is one of the most important traits for a business leader to possess. Even in hard times or when others might give up, a leader must remain committed to their organization and its vision, and take the steps necessary to achieve it. If you’re a business owner tasked with accomplishing a goal that seems overwhelming or challenging, you may struggle with finding the motivation to stick with it. To help, 14 members of Newsweek Expert Forum share their tips for committing to tough goals and seeing them through.

Company details

Harris & Harris Wealth Management Group, LLC

Company bio

Harris & Harris Wealth Management Group is a woman and minority owned Registered Investment Advisory firm (RIA), focused on educating and supporting professional women and the community to build and transfer wealth. Operating under the belief that in order to impact a community, you must first empower women, our goal is to help clients achieve financial success by guiding them through major life-changing events such as marriage, divorce, widowhood, career transition and the selling of a business. We facilitate you achieving a life where you can provide financial security and support to your family while enjoying life lived comfortably, enjoying leisure and other activities. In short, we support you achieving your dreams – on your own terms.

Industry

Money

Area of focus

Financial Planning
Investment Management
Insurance Planning

Company size

2 - 10