Kevin B. Harris, CRPC®
Wealth Advisor
Kevin helps individuals and families navigate all aspects of wealth management—whether that’s planning for retirement, saving for education, building a tailored investment portfolio, managing debt, or protecting loved ones with insurance. He believes reaching your goals requires more than just financial planning; it takes a thoughtful approach to life planning as well. That’s why Kevin makes it a priority to truly understand what matters most to his clients, both today and in the future.
His philosophy is simple: the client’s best interest comes first. Kevin works closely with people at every stage of life—professionals, retirees, and long-term investors—to create strategies that fit their unique needs. He doesn’t rely on generic investment models or outside asset managers. Instead, he enjoys following the markets himself and using his experience to design personalized portfolios that align with his clients’ goals while helping to avoid unnecessary fees.
Kevin holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College of Financial Planning. He is registered with FINRA Series 7 and 66 through Commonwealth Financial Network® and is licensed in life, health, and long-term care insurance.
With more than 22 years in the financial services industry, Kevin has dedicated his career to building trusted relationships and guiding clients toward financial confidence. Before starting Harris Asset Management, he served as a Wealth Advisor at Bank of America/Merrill Lynch and WSFS Wealth. He earned his Bachelor of Science in Business Administration, with a concentration in management, from Towson University.
Outside of work, Kevin enjoys spending time with his wife, Rebecca, their daughters, Grace and Anna, and their son, Brett, in Newark, Delaware.
Plus, when he’s not building portfolios, he’s earning five-star reviews as “#1 Dad.”
Amy Pollock
Client Relationship Manager
Amy has been serving clients in the financial services industry since early 2016, bringing nearly a decade of experience to her role as Client Service Manager. She works closely with clients to ensure their needs are met with care and professionalism, while also supporting her colleagues and contributing to a strong team environment.
Amy earned her Bachelor of Science degree from John Brown University in Siloam Springs, Arkansas. Before transitioning into financial services, she held leadership roles as a Human Resources Director in healthcare and as an Executive Assistant for a global manufacturing company—experience that shaped her strong interpersonal skills and operational insight.
Outside of the office, Amy takes the most pride in being “Momma” to her son, Blake. In her free time, she enjoys relaxing at the beach, staying active through exercise, and making meaningful memories with family and friends.
