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Harrison W

Series 65, Series 63

Plano, TX

Vanguard Advisers

Harrison Williams is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Morgan Stanley and Garrison Financial Institute. Harrison's background also includes work in diverse sectors such as Tyson Foods and Cadence Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach. The firm manages a large client base through a combination of digital platforms and advisory teams, utilizing proprietary models and primarily Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Lameesha S

Series 66

Plano, TX

Vanguard Advisers

Lameesha Stuckey is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes roles at Hancock Whitney Bank and Government Employees Insurance Company, among others. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Benjamin L

Series 63, Series 66

Palno, TX

Vanguard Advisers

Benjamin Loftin is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TIAA, Strong Capital LP, and teaching positions at The University of Texas at Dallas and Tarrant County College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering a high degree of customization and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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