HARMON FINANCIAL ADVISORS - Key Persons
With a wealth of experience in customer relations and program management, Ashley joined the firm in 2020 following a successful career as a director in the non-profit sector. Her creative expertise combined with unparalleled exactitude allows her to find unique solutions that further process efficiency and procedural systems. Additionally, Ashley's commitment to service ensures that the client experience exceeds every expectation. Harmon Financial recognizes that each family has unique and specific goals and Ashley facilitates the development and maintenance of client relationships which allows them to be known as individuals beyond their business.
Prior to pursuing a more traditional route, Ashley enjoyed a career as a professional ballet dancer! When not in the office, she enjoys educating the next generation of dance artists and maintaining an active lifestyle. Nothing keeps her on her toes like chasing her three young children and greatest joys, Oliver, Everett, and Adelaide!
Brad, after attaining the CPA designation in 1995, joined his father to establish Harmon Financial Advisors, Inc. in 1996. With more than 30 years of experience in the financial services industry, Brad offers a wealth of experience in the areas of tax planning and auditing, stock option strategies, and regulatory compliance. Brad works directly with many of our clients' CPA's to ensure that our long-term strategies are working in concert with their current and future tax circumstances.
As branch manager, Brad oversees all of our firmʼs compliance procedures and is responsible for ensuring that our day-to-day operations meet federal, state and SRO requirements.
Job Titles:
- Registered Principal / BBA Business, University of Pittsburgh
Gina has over 20 years of experience in the financial services industry and has been with Harmon Financial Advisors since 1998. After graduating from the University of Pittsburgh, Gina moved to Baltimore and joined Alex Brown as an operations liaison. In 1994, she was transferred to the firmʼs Atlanta office, where she served as a sales associate to the branch manager. She joined the Harmon Financial Advisors team four years later and has since become the firmʼs senior relationship manager. She is a registered principal and assists Brad with compliance oversight duties. Gina particularly enjoys studying financial issues affecting seniors as well as special needs trust administration.
Job Titles:
- Principal
- CERTIFIED FINANCIAL PLANNER
Jack C. Harmon began his Financial Service career in 1974 as an independent financial advisor and financial planner.
Over the course of his career, Jack has served as a committed advocate of strong ethical principles in the financial industry. He has served as a Governor on the CFP® Board of Standards, chairman of the Boardʼs Ethics Commission as well as chairman of the Boardʼs Council on Examinations. In addition, he was the founding chairman of a 15-member task force formed to establish financial planning principles. These principles now represent the CFP® Boardʼs Financial Planning Practice Standards.
Jackʼs passion for ethics and advocacy has made him a leading industry figure both in Georgia and nationally. As well as serving on the national Financial Planning Associationʼs board of directors, Jack was the founding president of the Georgia Society of the Institute of Certified Financial Planners and former president of the Financial Planning Association of Georgia. In the midst of state regulatory reform, the Georgia Secretary of State appointed Jack to serve as an advisor to the state legislature on proposed financial regulatory legislation. In 2004, the FPA of Georgia recognized Jackʼs unwavering efforts and accomplishments by awarding him the FPA Honors Award. The Georgia Chapter of the Financial Planning Association established the HONORS program to give recognition to individuals who have made a significant contribution to the Financial Planning profession.
Jack has appeared multiple times on Fox Business News and CNBC and is frequently quoted in financial publications and newspapers.
Jack C. Harmon II joined Harmon Financial Advisors in 1999 and is responsible for the firm's financial planning and investment management operations. Prior to joining his father and brother, Jack had his own consulting firm, advising some of the country's largest companies including Coca-Cola, Sprint, Microsoft and Entergy as a strategic planning and software engineering methodologist.
Jack has served as a subject matter expert for the CFP® Board's Council on Examinations, assisting with the development of the CFP® Certification Exam. Jack is also a past President and Chairman of the Board of the Financial Planning Association of Georgia. He is currently the longest serving member of the CFP® Board's Discipline and Ethics Commission, which is charged with reviewing alleged violations and enforcing the Code of Ethics and Standards of Conduct for Certified Financial Planners across the country. He is also a member of the Investments & Wealth Institute, and Kingdom Advisors, a membership community of Christian financial advisors.
While away from the office Jack enjoys tennis, reading, and hiking with his wife Susan. He is actively involved in Fellowship Bible Church in Roswell, GA as a Stephen Minister and a co-leader of a Sunday community called "Ask Your Question" where they discuss the difficult questions of Christianity and other worldviews. He is also a Fellow of the C. S. Lewis Institute. Jack has a son, Drew, who is an attorney living in New York City.
Job Titles:
- Lead Advisor / Registered Representative
After graduating with a Master of Arts from Georgia State University, Jessica started as the face of Harmon Financial Advisors in the position of Administrative Assistant in 2014. Her impeccable attention to detail, exceptional resourcefulness, and creative problem-solving quickly led to her wearing many hats.
Once Jessica acquired her Wealth Management Specialist certification in 2016, she became Back Office Liaison, where she worked closely with the Raymond James home office to resolve issues and address client needs with efficiency and care. In this role, she provided administrative support to the Lead Advisors and enjoyed learning the intricacies of building and managing meaningful client relationships.
In 2021, utilizing her Series 7, 63, and 65 licenses, Jessica rose to Lead Advisor. With her extensive background in customer support and client satisfaction, she strives to provide the utmost care for each of her clients while helping them achieve their financial goals.
Kimberly joined the firm in 2010 following a successful career in business management and accounting. As Operations Manager of Harmon Financial Advisors, Inc., Kimberly's primary responsibilities include the development, implementation and oversight of the firmʼs processes and procedures. This includes the full utilization of our technology tools as well as maintenance of the client database and file room. In addition, she maintains the firmʼs books, records, client database and calendar. Since her arrival, her commitment to industry best practices as well as her organizational prowess have increased our firmʼs efficiency as well allowed us to increase our service offerings to our clients.
Job Titles:
- Lead Advisor / Registered Representative / BBA in Finance, Kennesaw State University
Nicholas is a perfect example of what Harmon Financial Advisors is known for - a passion for client service and our industry. A graduate of Kennesaw State University and Series 63 and 7 license holder, Nicholas combines youthful energy with the wisdom of our firm's seasoned expertise to serve our diverse client base well. He understands that in a technology-driven world, people are increasingly thirsting for connection and relationship and that the business of financial planning and wealth management is deeply personal. With specific interests in financial planning, investment management, and portfolio optimization, Nicholas enjoys supporting our team of advisors and assisting clients in realizing the intersection of their financial objectives and personal goals.
In his spare, time he enjoys spending time with friends and family, especially outdoors. Nicholas enjoys wakeboarding, snowboarding, horseback riding, golfing, fishing, and hiking. He also grew up playing hockey and still plays in a local men's hockey league.
While we are an Independent Registered Investment Advisor, our team also has a strong relationship with Raymond James Financial Services which allows us to provide clients with access to their robust offering of resources of a full-service firm, including highly-regarded research, leading-edge, institutional-level technology and a full-service trust company.
As one of the country's leading financial planning and investment services firms, Raymond James Financial, Inc. is the parent company of Raymond James Financial Services, the full- service broker/dealer through which we clear securities transactions.
Founded in 1962 and public since 1983, Raymond James Financial, Inc. (NYSE: RJF) is a Florida-based diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James LTD., have approximately 8,400 financial advisors serving client accounts throughout the United States, Canada and overseas. Total client assets are approximately $1.18 trillion as of 9/30/2021. Raymond James Financial, Inc. has a shareholders' equity of $8.2 billion, more than two times the required regulatory capital, equity research coverage of more than 1,100 companies, and 135 quarters of consecutive profitability.*
*Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Job Titles:
- Relationship Support Associate
Kerron joined Harmon Financial in 2013 as an intern and came onboard full time after completing his degree requirements in 2014. His responsibilities include preparing portfolio rebalancing and investment recommendation reports and working with Ryan on special projects. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification and is especially interested in portfolio optimization, retirement strategies and education planning. Fun Facts Favorite Food: Pork, Tiramisu Favorite Band: Boyz II Men Favorite Movie: The Matrix Favorite TV Show: Game of Thrones Favorite Book: Rich Dad Poor Dad Favorite Quote: APPLIED knowledge is power.
Job Titles:
- Lead Advisor / Registered Representative
Sibonée brings a wealth of knowledge and insight to our team. Before joining Harmon Financial, she helped clients achieve their financial goals at Fidelity Investments, where she obtained her Series 7 and 66 licenses, as well as her Life, Health 2, and Variable Products licenses. She is always growing and looking for new areas of opportunity for her clients. As a lead advisor with Harmon Financial, Sibonée is focused on understanding the unique financial needs of our clients and helping them make informed decisions that can lead to financial success. Some of her areas of expertise include retirement planning, education planning, and cash/debt management strategies.
In her spare time, Sibonée enjoys running and training for various races, including her first 1/2 marathon in Nashville in 2016! Working out and enjoying a healthy lifestyle is very important to Sibonée. As a newlywed, she enjoys working toward her goals while spending time with her husband, Bradley and their dog, Cooper.