Harrison literally grew up in the financial services industry, under the tutelage of his father, Ira, a well-established Wall Street veteran. As a result, Harrison has a wealth of industry knowledge and experience even at a relatively young age.

He is highly skilled at selecting investments and developing asset allocations that align each client’s financial resources with their financial goals and priorities.

With his personable demeanor, Harrison strivest to establish a good rapport with his clients, build their financial confidence and helping them understand the intricacies of the essential financial matters he addresses.

In fact, keeping clients well-educated about investment and financial matters is an important priority of his. He believes it gives clients the clarity, confidence and discipline required for staying the course in pursuit of their goals.

Together with his father, Harrison established Bauman Wealth Management of Raymond James in 2016. It ensures continuity of the Bauman legacy for providing a high degree of financial guidance and personal service.

Earlier in his career, Harrison was an associate vice president and financial advisor at Morgan Stanley in New York, and a business development associate at Aite Group in Boston. He earned a bachelor’s degree in business administration from Boston University and served as a client support intern at UBS. Harrison grew up in Manalapan, New Jersey, and today lives on New York’s Upper East Side.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.