Will Harman, MBA, CFP®

Vice President, Advisor

Contact Will

Will Harman is a Vice President, Advisor who provides wealth management to business owners, individuals, and families. He brings experience across management consulting, equity research, and wealth management, helping clients connect investment strategy with broader financial goals.
Will began his career in equity research and consulting before moving into wealth management. Over the past several years, he has built investment strategies and portfolios while expanding his expertise in financial and estate planning. Will earned a B.S. in Finance and Operations Management from Indiana University Bloomington and an MBA from the University of Chicago. He is a CFP® professional and holds the FINRA Series 7 and Series 63 registrations.
Will was drawn to financial services by his interest in investments, analysis, and solving complex problems. He combines that analytical mindset with a client-focused approach, helping people make informed decisions that support their goals and broader lives.
Outside of work, Will enjoys spending time with his wife and two daughters. He also enjoys playing golf, cooking, and staying active through regular exercise.