Bob Harris

Bob Harris, Registered Investment Advisor

Bob’s family moved to Tucson in 1957.  He attended Ft. Lowell elementary, St. Michael's & All Angels, and Catalina High School.  He went on to study Business and Public Administration at the University of Arizona.  Bob later attended Hortman School of Aviation in Philadelphia, PA and is an FAA-licensed Private Pilot.

Bob's business career spans nearly all aspects of Private and Corporate enterprises.  And his business endeavors in the Communication, Information Technology, Medical, Management and Finance sectors has provided Bob with an in-depth, first-hand knowledge of business and the needs of business owners.

Bob was an Investment Advisor for AXA Advisors until he was recruited to join the Global Wealth Management team of Merrill Lynch.  He left Merrill after it was purchased by Bank of America and he and his wife Nita chartered Sage Financial Services, LLC..

Bob holds Series 7 and series 66 licenses and is an Investment Advisor Representative for H. Beck, Inc..  He remains current and increases his knowledge by attending financial advisory courses and earning continuing education credits that exceed the FINRA-required minimum each year.