Richard D. Harris, CLU®, ChFC®, President

Richard D. Harris, CLU®, ChFC®, President

Founder / Partner

Office: 919.755.8661
Fax: 844.300.7528
E-mail:
 

Rick is a Registered Representative and Investment Adviser Representative with Principal Securities, Inc. and a Senior Financial Representative for Principal Financial Group®, as well as a Lifetime Member of the Million Dollar Round Table (MDRT).  He has 20+ years experience working with small to medium sized businesses.  Rick specializes in working with the business owners and key executives to help with qualified and non-qualified plans, meshing them together with existing business succession plans to help ensure these plans meet estate protection needs.

Rick is a proud graduate of the University of North Carolina in Chapel Hill. He is licensed in Life, Health, and Long Term Care Insurance and has his FINRA Series 6, 63, and 65 securities registrations. Rick founded Mid-Atlantic Executive Benefits in 2007.  In 2011, he was inducted into the Insurance Hall of Fame. 

In his free time, Rick enjoys spending time with his wife Theresa, traveling, boating and relaxing near Atlantic Beach, NC.  He has two adult daughters, Casey and Jennifer, two grandchildren, Savannah and Doc, who he relentlessly spoils, and is an avid Tar Heel and Carolina Panthers fan.