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9900 Nicholas Street Suite 360 Omaha, NE 68114

(402) 397-5440
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ABOUT US

For more than 40 years, Harris and Davis Financial Advisors has provided outstanding financial guidance and service for clients in Omaha and throughout Nebraska. With 175 years of combined experience in the financial services industry, family-owned Harris and Davis Advisors stands ready to help individuals, educators, business owners and professionals build wealth to help support their desired current and future lifestyles.

The Harris and Davis difference focuses on an approach designed to help address your individual situation through comprehensive investment, risk management and estate conservation recommendations and strategies. We’re also on hand to answer questions about issues including saving for college, when to retire and how to better protect your loved ones

ROOTED IN A TEAM-BASED APPROACH

ROOTED IN A TEAM-BASED APPROACH

Our professionals enjoy a special camaraderie; we embrace a team approach when it comes to serving you. This orientation means you and your portfolio are backed by an experienced, knowledgeable team every step of the way, allowing you to successfully pursue your unique financial goals.

PERSONALIZED ADVISORY PROCESS FOR YOUR PERSONALIZED ROADMAP

PERSONALIZED ADVISORY PROCESS FOR YOUR PERSONALIZED ROADMAP

Our internal teams meet on a regular basis to discuss trends and to share what’s working for clients. Sharing information builds intelligence and know-how throughout our organization. The result is a holistic viewpoint, one that supports your journey, whether the destination is retirement, estate planning, college savings, or protection of your assets.

MEET OUR TEAM

Paula Anderson Harris

Paula Anderson Harris, LUTCF, FSS, LACP
Financial Advisor

(402) 397-5440

(402) 397-5153

paula.harris@harrisanddavis.com

Paula Anderson Harris is an Investment Advisor Representative with Cetera Advisor Networks LLC. Paula started in the financial advising industry in 1999 and since has attained her LUTCF, FSS and LACP designations. She also holds her...

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AKIL DAVIS

Akil B. Davis, ChFC®
Financial Advisor

(402) 397-5440

(402) 397-5153

akil.davis@harrisanddavis.com

Akil Davis has been helping families and small business owners reach their financial goals since 2009. Over the past six years, more than 300 families have been able to establish solid financial plans with the help of Akil’s...  

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Diane Merryweather

Senior Client Relationship Manager

(402) 397-5440

(402) 397-5153

diane.merryweather@harrisanddavis.com

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Colleen Walsh

Client Relationship Manager

402.397.5440

402.397.5153

colleen.walsh@harrisanddavis.com

OUR CORE VALUES

TEAM-BASED
APPROACH

Each client has the benefit of an experienced team behind their portfolio and roadmap who meets quarterly on their behalf to discuss markets and what’s working across the firm so each client can benefit from what we learn.

FUNDAMENTAL
& STEADY

We don’t get caught up in speculative fads, media hype, or the ups and downs of a constant news cycle. Our long-term perspective helps us position people according to their individual needs.

EDUCATIONAL
& GUIDING

We’re committed to thorough education of our clients. When it comes to your money it’s not enough to tell you what we’re doing. We want you to know the why behind it too.

PERSONALIZED
ADVISORY
APPROACH

We don’t practice a cookie-cutter approach. We do our own in-house research and develop customized portfolios that work for our clients, specific to their tax, insurance, and estate circumstances.

OUR PARTNERS

Learn More About Our Partners