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Eugene W. Harris & Co. Wealth Management

At Eugene W. Harris & Company our mission is to help our clients increase their wealth and reduce their taxes. For over 25 years, we have made it a priority to assess the unique needs of each client in order to pursue their investment goals through a variety of services. These services include, but are not limited to, fixed annuities, insurance, pension plans and tax preparation. Through Lincoln Financial Securities Corporation, we can offer mutual funds, tax-free investments, stocks, bonds and estate planning.

Through Lincoln Financial Securities Corporation, Eugene W. Harris & Company Wealth Management can offer:

  Stocks
  Mutual Funds
  Bonds
  Variable Annuities
  Estate Planning
  Educational Planning
  Retirement Planning
 

Municipal Deferred Compensation 457 Plans

Eugene W. Harris & Company Wealth Management can also offer the following services and products through entities other than Lincoln Financial Securities Corporation:

  Tax Preparation
  Life Insurance
  Long Term Care
  Disability Insurance
  Group / Individual Health
 

Medicare Supplemental Plans

 

 

About Our Company

At Eugene W. Harris & Co. we work objectively with the client’s best interest in mind. Our philosophy is to establish personal, long-lasting relationships with our clients that are maintained through high levels of personal attention and quality service. Our team of experienced financial representatives and administrative staff are always readily available to help guide our clients through the process of investing and keeping up-to-date with their current holdings. We aid in our clients’ journey to reaching their financial objectives and securing a financially sound future.

 

Eugene W. Harris

Eugene W. Harris is the owner and president of Eugene W. Harris & Company Wealth Management in North Haven, CT. He is a registered representative with Lincoln Financial Securities Corp. He holds the Series 24, 63 and 7 securities registration and a license in the State of Connecticut in the areas of life and health insurance and variable contracts.

Eugene was born and raised in New York City. He received his B.S. and M.S. from Southern Connecticut State University and has been heavily involved with the City of New Haven ever since. In 1974 he joined the New Haven Police Department. He was a lieutenant in charge of the training division at the time of his retirement. While still on the police force he began his second career in financial planning which has culminated in the successful growth of Eugene W. Harris & Company Wealth Management.

Eugene is currently a member of the New Haven Country Club, the Graduate Club, and the Knights of Columbus.

Eugene also spends his time serving on many non-profit boards. These include New Haven Boys and Girls Club, Cardinal Hayes High School, New Haven Country Club, St. Bernadette Church, and Sacred Heart Academy. In the past he also served on the boards of the Graduate Club, the New Haven Town Green Special Services District, and St. Bernadette School.

 

Jamie L. Longley

Jamie Longley has been associated with Eugene W. Harris & Company since 1990 and holds the position of Office Manager.

Jamie has been involved with the insurance industry for the last twenty years and currently holds a Connecticut license for Life, Accident and Health Variable Annuities and Variable Life. She also holds the Series 6 and 63 securities registration.

 

Ken Young

Ken Young joined Eugene W. Harris & Company in 2007 as an administrative assistant.

 

Amy J. Harris

Amy J. Harris joined Eugene W. Harris & Company in 2004 as an administrative assistant. She holds a BS from New York University.

 

Gloria V. Moniello

Gloria V. Moniello has been a receptionist at Eugene W. Harris & Company since 1994. She was also a receptionist at two other companies for over seventeen years. Gloria is a lifelong resident of New Haven where she lives with her husband.

 

Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 250 State Street, Suite B-1, North Haven, CT 06473. Advisory services offered to residents of CT. Investments offered to residents of CA, CT, FL, GA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, RI & VA. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation and Harris Wealth Management are not affiliated. LFS and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-1373538-121515

Member FINRA SIPC

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