Founder & President / Investment Advisor Representative
Marsha Harris, Founder and President of Unified Wealth & Retirement Planning, has been in the financial services industry since 1999. She provides a wide range of hands-on consulting, strategizing and asset management services to her clients. She is a Qualifying Member of MDRT (Million Dollar Round Table), "The Premier Association of Financial Professionals."
In addition, Marsha belongs to the National Association of Insurance and Financial Advisors (NAIFA) and previously served on their Board at the local level for several years. She is an A+ accredited member of the Better Business Bureau and a member of the National Ethics Association.
She volunteers her time to numerous local and national charitable causes that are dear to her, such as the MDA, Share Our Strength and the Special Olympics.
- Licensed life, health, disability and long-term care insurance agent in IN, MI and OH representing numerous carriers.
- Investment Advisor Representative with Brookstone Capital Management, an SEC Registered Investment Advisor.
- Previously held series 6 & 63 as a Registered Representative and currently holds the Series 65 license as an Investment Advisor Representative.
Indiana License #3018660
Ohio License #690067
Michigan License #0227317
The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.