I am Brett Harper and I love helping people. I was born and raised in the great state of West Virginia. I have a master's degree in finance and administration with honors from Colorado State University, as well as a bachelor's degree in communication from Fairmont State University and hold a series 7 and series 66 securities license in multiple states.
I spent my late twenties and early thirties in the Rocky Mountains of Colorado, enjoying the outdoors and serving my community there.
I chose Edward Jones because of their ethical background and the sound guidance they provide to their clients. The ethical and moral guidelines Edward Jones uses are aligned with my moral compass, making them a perfect fit for me. I want to help clients who also have these guidelines.
I work with a variety of clients, from young couples to retirees to business owners, who are serious, long-term investors. By getting to know what's most important in my clients' lives, I am able to create a personalized strategy to serve them. I love sitting down with a client and brainstorming about their dreams and then showing them how we can help make it happen. My enthusiasm for my career hopefully rubs off on my clients as we breathe life into their dreams.
I serve on the board of directors for the American Heart Association for West Virginia, I am the chair of the Charleston Alzheimer's Association Walk and I serve in a leadership role at River Ridge Church. I was previously on the board of directors for Big Brothers Big Sisters in 2018.
When I am not serving the community or working, you can find me enjoying the outdoors. I love spending time hiking in the mountains, exercising, traveling and being an avid marksman.
Focus areas
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
Focus Areas
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
My Personal Interests
- Backpacking
- Personal Fitness
- Outdoor Enthusiast
- Hiking
- Fine Dining
Personal Interests
- Backpacking
- Personal Fitness
- Outdoor Enthusiast
- Hiking
- Fine Dining
Office Information
Phone Number
Brett T Harper at (304) 932-0108Branch Team
- Shawna Lucas
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 07:00PM |
Tuesday | 09:00AM - 07:00PM |
Wed | 09:00AM - 07:00PM |
Wednesday | 09:00AM - 07:00PM |
Thu | 09:00AM - 07:00PM |
Thursday | 09:00AM - 07:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 07:00PM |
Tuesday | 09:00AM - 07:00PM |
Wed | 09:00AM - 07:00PM |
Wednesday | 09:00AM - 07:00PM |
Thu | 09:00AM - 07:00PM |
Thursday | 09:00AM - 07:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Shawna Lucas
- Sr. Branch Office Administrator
Branch Team
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