Misti Harrison brings a rare blend of wealth‑management client service and hands‑on operational expertise. She has supported advisors at Morgan Stanley and Stifel, where she learned the rhythms of advisor practice management. In her Advisor Success role, Misti will be a go‑to partner for our advisory teams—coordinating advisor support and the back-office.
Misti holds a BBA in Accounting from Henderson State University. Most recently, she led accounting and office operations for multiple small businesses and nonprofits, building reliable systems for payroll, reconciliations, budgeting, and reporting. Outside of work, she’s contributed in mission‑driven and community environments, reflecting the same care and professionalism our advisors and clients can expect every day.