Meet Eli
Eli joined the Harrison Wallace team in 2024 as an Associate Wealth Advisor, playing a key role in helping clients navigate their financial journeys. His responsibilities include developing personalized financial strategies, providing comprehensive financial planning services, and managing investment portfolios. Eli began his career in financial planning through the Partnership Development Program at Carson Wealth’s headquarters, where he worked as Associate, Partnership Development, NextGen.
He earned his B.S. in Finance at the University of Tampa and is currently studying to further his financial industry knowledge.
Outside of the office, Eli enjoys spending his time outdoors with his family, friends, and his dog Maverick.
Qualifications
- 1 year financial industry experience
- BS in Finance from The University of Tampa