ABOUT

Bo joined LPL Financial after a 21 year career at AG Edwards and Merrill Lynch. A graduate of LSU, Bo enjoyed successful careers as a professional football player and corporate executive before focusing on wealth management in 1997. 

Bo primarily works with business owners, helping them identify their financial goals and charting clear paths to pursue those objectives. He has particular depth in the oil and gas industry, advising entrepreneurs who have sold their businesses or anticipate a liquidity event. Bo feels privileged to see the American Dream at work through clients’ stories of success, hard work, and applied ingenuity. He is adept at advising clients on multiple fronts: retirement strategies, pre-and post- liquidity event strategies, wealth transfer strategies, and philanthropy. 

Bo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Bo also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment Management Consultants Association (IMCA).

In his free time, Bo is a volunteer and leader with Community Renewal International and A.C.T., Athletes Caring Together. He and his wife Amy live in Bossier City and have four children, one of whom served in the U.S. Navy, and two grandchildren. When not in the office, Bo enjoys spending time outdoors and is an avid hunter.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. 

Bo Harris 
Wealth Advisor
 

LPL FINANCIAL

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and Bo Harris Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.