MELISSA HARRIS
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Melissa Harris is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Melissa Harris - - Edward Jones - Fort Worth, Texas, city=Fort Worth, display_country=United States, hs_object_source_detail_1=Find A CEPA (JULY 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=melissa-harris, lname=Harris, designations=[CEPA, AAMS, CFP®], hs_object_source_id=enrollmentId:1177876657490;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/HARRIS-MELISSA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, hs_createdate=1722256893293, cohortium_profile_title=Melissa Harris | Wealth Manager at Edward Jones | CEPA Connect Member, state=Texas, id=14297642862, designations__text_=CEPA, AAMS, CFP®, advisor_type=Wealth Manager, member_profile_approval_flag=true, custom_page_title=Exit Planning Institute - Find a CEPA | Melissa Harris, email=m.harris@edwardjones.com, cohortium_meta_description=Connect with Melissa Harris, a specialized Wealth Manager working with Edward Jones based in Texas. Credentials include: CEPA, AAMS, CFP®., associated_contact_record_id=26819177400, website=edwardjones.com/m-harris, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202024/7382_Harris_CEPA-Certificate-2024-July.pdf, pending_profile_information=, is_editable=editable, url_slug_2=melissa-harris, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/melissa-harris?impersonation=true, full_name=Melissa Harris, hs_lastmodifieddate=1764932358942, phone=(682) 250-3038, company_name=Edward Jones, name=Melissa, hs_object_id=14297642862, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=76107, status=Published, hs_updated_by_user_id=52122558}
- Advisor Type: Wealth Manager
- Website:
https://edwardjones.com/m-harris - Phone: (682) 250-3038
- City: Fort Worth
- State: Texas
- Postal Code: 76107
- Country: United States
- Designations: CEPA, AAMS, CFP®
- Markets Served:
- Company Name: Edward Jones
