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First Command Beavercreek
Elliot Harris
First Command Financial Advisor
Contact
(937) 503-7750
(937) 705-6547
4027 Colonel Glenn Highway
Suite 400
Beavercreek, Ohio, 45431
About Elliot
Elliot Harris joined First Command Financial Services as a Financial Advisor in November 2022, following a 33-year career in the United States Army, where he first enlisted in the NY Army National Guard, and attained the rank of colonel upon retirement. Elliot understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.
A graduate of Naval Postgraduate School with a Master’s degree in National Security Affairs, Elliot holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida. Elliot also spent over twenty years serving as a Foreign Area Officer living and working all over Latin America; he speaks and reads fluent professional Spanish.
Elliot serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Elliot will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in his community, Elliot is affiliated with South Tampa Chamber of Commerce and the Military Officers Association of America.
In his free time, Elliot enjoys hiking, reading, spending time with family, and actively volunteers in support of the military and veterans community.
First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
A graduate of Naval Postgraduate School with a Master’s degree in National Security Affairs, Elliot holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida. Elliot also spent over twenty years serving as a Foreign Area Officer living and working all over Latin America; he speaks and reads fluent professional Spanish.
Elliot serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Elliot will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in his community, Elliot is affiliated with South Tampa Chamber of Commerce and the Military Officers Association of America.
In his free time, Elliot enjoys hiking, reading, spending time with family, and actively volunteers in support of the military and veterans community.
First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Elliot Focuses in:
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.