About Us

Financial Advisors*

James A. Cox, III has spent his entire career helping clients retire from some of America’s most established companies, including Verizon, Philip Morris, Dominion, AEP, and Progress Energy.  Jamie holds an MBA from Virginia Commonwealth University, and his strong educational background and experience in the industry provide the foundation for his insights into such topics as retirement planning, investment strategies, interest rate environments and other factors that impact the global marketplace.  Jamie, his wife Melissa, and their three children, Ian, Cade and Lilly, live in Midlothian, Virginia.

Carl E. Beck, III is a graduate of Wake Forest University and the University of Georgia School of Law.  Carl’s background has enabled him to assist clients in understanding various aspects of their retirement and pension benefits.  Carl has worked with clients from several companies in a wide geographic range, from Manhattan to Southwest Virginia.  Carl also helps to develop, implement, and monitor the firm’s strategies for managing client assets.  Carl and his wife Sarah Boxley, and their children William and Anna Belle live in Roanoke, Virginia.

Stephen M. Harrison graduated from the College of William & Mary with a degree in finance.  In addition to his experience with the firm, Steve has also worked at one of the largest and most successful mutual fund companies in the world.  Building off this valuable experience, Steve is able to assist clients in understanding the important aspects of their portfolios.  Steve, his wife Teresa, and their children Ellie and Wyatt live in Chesterfield, Virginia.

 

*James A Cox, Carl E. Beck and Stephen M. Harrison are Financial Advisors with LPL Financial

A Team Approach to Serving Your Financial Needs

Other Team Members

Richard W. Jackson plays several important roles at the firm.  A 29-year veteran of the Social Security Administration, Richard consults with clients about a wide array of social security topics.  Richard also oversees the firm’s transactions to ensure accuracy in each trade. Richard is a Registered Administrative Associate with LPL Financial.

Mary Beth Alber  is the key administrative professional on the team.  She is in frequent contact with representatives at our broker-dealer (LPL Financial) and the investment companies that the firm incorporates into client portfolios.  Mary Beth also helps to set the appointment schedules for Jamie, Carl and Steve. If you call our office during business hours, it is likely that your call will be warmly received by Mary Beth, rather than by a computerized recording.

Holley Whitfield assists the firm with the behind-the-scenes administrative work that is required to run an efficient office.  The firm benefits from her attention to detail and strong work ethic, and her work helps make it easier for Jamie, Carl and Steve to monitor client accounts.

Our Promise to Our Clients

Our entire team is committed to providing our clients with honest advice regarding their investment needs.  We believe people deserve to have access to their financial advisor, which is why our team of three LPL Financial Advisors with outstanding educational and professional backgrounds works so well.  Whether you are looking for an advisor to closely monitor your account, meet with you in person to discuss your account, or even just return your phone call, Harris Financial Group is pleased to offer each client complete access to every member of the team.  We want to educate our clients about their investments, not intimidate them.  We want to make sure that our clients are not paying too much for their investments.  Most important, we want our clients to be comfortable with us, with their investments, and with their future.