About Bo Harris Wealth Management team

After a 21-year career at AG Edwards and Merrill Lynch, followed by a successful tenure at LPL Financial, Bo Harris, Wealth Advisor, has transitioned to Conservant Financial, marking a strategic step aligned with a commitment to enhanced client service and long-term advisory excellence. This move strengthens the professional platform used to support business owners and families in navigating complex financial decisions.

The decision to join Conservant Financial reflects a focus on utilizing a more comprehensive suite of planning capabilities, advanced technology, and a client-centered framework. These resources enable the delivery of disciplined, objective guidance designed to support clients at every stage of their financial journey.

A graduate of LSU, Harris enjoyed successful careers as a professional football player and corporate executive before concentrating on wealth management in 1997. He primarily works with business owners, helping them define financial priorities and map clear strategies to pursue long-term objectives. His experience within the oil and gas industry includes advising entrepreneurs preparing for or following liquidity events. He considers it a professional privilege to witness the American Dream expressed through client achievements, innovation, and disciplined effort.

In practice, he provides guidance across several key areas: retirement planning, pre- and post-liquidity event strategies, wealth transfer approaches, and philanthropic planning. As a CERTIFIED FINANCIAL PLANNER® professional* and a Certified Investment Management Analyst® (CIMA®)** designee, he applies a disciplined analytical framework to each engagement.

Outside the office, Mr. Harris volunteers with Community Renewal International and A.C.T., Athletes Caring Together. Harris and his wife Amy reside in Bossier City and have four children—including one U.S. Navy veteran—and two grandchildren. When not working with clients, Bo enjoys time outdoors and is an avid hunter.