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Shannon S
Series 65
San Antonio, TX
S Harris Financial Group, LLC
Shannon Schulz is a Series 65-licensed financial advisor at S Harris Financial Group, LLC with one year of industry experience. Prior to joining S Harris Financial Group, Schulz held roles at Pennington Wealth Management, The Noble Group, and United Ag Cooperative. Schulz’s background also includes work at Texas A&M University and various educational institutions. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, and offers specialized services including Certified Divorce Financial Analysis and fee-based insurance consulting through a third-party platform.
Stephanie H
CFP®, Series 66
San Antonio, TX
S Harris Financial Group, LLC
Stephanie Harris is a Certified Financial Planner® with 24 years of industry experience. She is a principal of S Harris Financial Group, LLC in San Antonio, Texas, where she has worked since 2010. Prior to her current role, Harris was affiliated with Raymond James Financial Services for over two decades. Outside of her advisory duties, she is involved in managing several private ventures, including Harris Blessings LLC and Just Piddlin' LLC. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and insurance consulting, combining fundamental and technical analysis with a primarily long-term investment approach.
Gary H
Series 66
San Antonio, TX
S Harris Financial Group, LLC
Gary Harris is a financial advisor with S Harris Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc., and Raymond James Financial Services, Inc. prior to his current role. Outside of financial advising, he is involved in several business ventures including managing member roles in asset holding companies and business consulting. S Harris Financial Group serves individual and high-net-worth clients as well as retirement plans, offering discretionary investment management, comprehensive wealth management, and retirement plan advisory services. The firm employs a long-term investment approach with a blend of fundamental and technical analysis and provides specialized services such as Certified Divorce Financial Analysis and mediation support.
Samuel H
CFP®, Series 66
San Antonio, TX
S Harris Financial Group, LLC
Samuel Haager is a CFP®-designated financial advisor with three years of industry experience, currently with S Harris Financial Group, LLC in San Antonio, TX. He previously worked at Raymond James Financial Services Advisors, Inc. and Cantera Capital Partners. Outside of his advisory role, Haager is also licensed as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, along with retirement plans. The firm combines long-term fundamental and technical investment analysis with specialized services such as Certified Divorce Financial Analysis and mediation support, managing approximately $404 million across six advisors.
Gracelyn S
Series 65
San Antonio, TX
S Harris Financial Group, LLC
Gracelyn Snider is a financial advisor at S Harris Financial Group, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she was a student at Texas A&M University for four years and had no professional experience in the financial industry before that. S Harris Financial Group is an SEC-registered advisory firm that serves individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management and comprehensive wealth management with an investment approach that combines fundamental and technical analysis, emphasizing client education and ongoing personal contact.
Mitchell B
CFP®, Series 66
San Antonio, TX
S Harris Financial Group, LLC
Mitchell Byrum is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with S Harris Financial Group, LLC in San Antonio, TX, where he has worked since 2017. Prior to joining S Harris, he worked at Spirit of Texas Bank from 2013 to 2017. In addition to his advisory role, he is also licensed as an insurance agent, selling and servicing insurance products. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm provides discretionary investment management, comprehensive wealth management, standalone financial planning, retirement plan advisory, and insurance consulting through a third-party platform, using a long-term investment approach that combines fundamental and technical analysis.
Daniel K
CFP®, Series 63, Series 65
San Antonio, TX
S Harris Financial Group, LLC
Daniel King is a CFP® with three years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC. He previously worked at Raymond James Financial Services in multiple roles and has involvement with Indian Z Stone Ranch, LLC. Outside of his advisory work, he is also active as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm that serves individual, high-net-worth clients, and retirement plans. The firm offers discretionary investment management, comprehensive wealth management, and specialized services such as Certified Divorce Financial Analysis and retirement plan education, combining fundamental and technical analysis in its primarily long-term investment approach.
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