Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Harris-Buccheri Group serves as the primary wealth management provider for a select group of successful individuals, businesses, and their families. Our goal is the prudent accumulation, preservation, and distribution of wealth for each and every client we serve. Our client relationships are built on a foundation of integrity and a firm belief that we prosper by helping you prosper. These simple facts are the cornerstone of everything we do.
We offer guidance in all areas of client’s financial lives including investment and portfolio management, tax, retirement and estate planning strategies, as well as corporate and executive services. Our investment philosophy focuses on flexibility and risk management with the emphasis on the protection of capital during unfavorable market conditions. This philosophy is predicated on the core belief that clients prefer to avoid loss and make money in all investment environments resulting in a tendency to abandon their traditional asset allocation after sustained losses, which can inflict lasting damage.
Our mission is to have a material and lasting impact on the financial well-being of our clients and their families... To foster relationships based on mutual trust so that together we can achieve true wealth – the financial freedom to make a difference.
We welcome the opportunity to demonstrate our ability to deliver excellent wealth management advice and outstanding client service. We would be honored to serve you and your family.
|As its founding partner, David Harris brings over 30 years experience in the financial services industry to the Harris-Buccheri Group. Having begun in 1983, he has achieved a distinguished career by adhering to two key principles: putting his clients’ interests first and providing exceptional personal service. In recognition of his experience, he was asked to co-author a book in his spare time. David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
David earned an MBA in Finance from Loyola College in Baltimore, Maryland, a PhD in Psychology from Grand Canyon University in Arizona, and he recently completed his doctorate. In addition, he holds the Series 7, 31, 63 and 65 FINRA registrations, along with both real estate and real estate appraiser licenses. David is the father of three and currently resides in Bel Air, MD.
Chris Buccheri has over 20 years experience having joined the financial services industry in 1991. His areas of focus include creative retirement strategies including business retirement plans. Chris is a qualified Portfolio Manager. He is a lifetime member of the International Honors Society of Economics, and he earned bachelor’s degrees in both biology and economics and finance from the University of Maryland, Baltimore County. He currently holds Series 6, 7, 31, 63 and 65 FINRA registrations as well as the CERTIFIED FINANCIAL PLANNER™ certification as awarded by the Certified Financial Planner Board of Standards, Inc.
Active in his community, Chris has served as a volunteer speaker for the Chesapeake Bay Foundation, chairman of the Immaculate Heart of Mary Faith Formation Committee and Parish Pastoral Council. In addition, Chris was a licensed Maryland foster parent and currently resides in Ave Maria, FL with his wife Roseanne and their five children. He is currently a member of the Ave Maria Founders Club as well as the Knights of Columbus and when time permits, enjoys coaching baseball and playing tennis.
Linda Constable is a Client Associate who joined Merrill Lynch in May 2000 and has since become part of the Harris-Buccheri Group. She has been in the financial services industry since 1986 and assists with all facets of the business including both advisor and client support. Linda currently resides in Bel Air, MD with her husband and four children.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting, or legal advice. Clients should review any planed financial transactions or arrangements that may have tax, accounting, or legal implications with their professional advisors.
*Asset Allocation does not ensure a profit or protect against loss in declining markets.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Grand Canyon University-Doctorate in Psychology
Loyola College-MBA Finance
University of Maryland-BS Marketing
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.