With over two decades of experience in investment management and financial planning, J. Andy Harris has established himself as a trusted partner in helping clients achieve their financial goals. As a Certified Financial Planner™, Andy brings a wealth of knowledge and expertise to his role, guiding individuals and families through complex financial landscapes. You can rely on him to quarterback all your life’s situations, ensuring that your accountant and estate attorney are aligned, so you are thoroughly covered and well taken care of.
For more than ten years at Allred Harris, he has been a key partner in the business, fostering strong relationships with clients and providing personalized strategies that meet their unique needs. His commitment to excellence, integrity, and thoroughness has earned him a reputation as a reliable advisor in the financial community.
Beyond his professional accomplishments, Andy is dedicated to giving back to his community. He actively volunteers with his son’s Boy Scouts Troop, instilling values of leadership and service in the next generation. In his personal time, he enjoys welding, traveling, and passionately supports all things Ole Miss, proudly representing his roots from a small town in Mississippi.
Now residing in Dallas, Andy continues to blend his professional expertise with his life experiences, navigating the nuances of rural and urban living, as well as the dynamics of small and extended families. His holistic approach to financial planning reflects his deep commitment to understanding each client’s unique story.
Andy is happily married to Jeanie, his wife and partner at Allred Harris. Together, they are dedicated to building a legacy of thoughtful financial stewardship for their clients and their own family.
I grew up in a small town in Mississippi thinking I would take over my dad’s electronics business during the ’80s and ’90s. That was the place to be, with new technology coming out daily—records to cassettes to CDs, and the evolution of home theaters! It was an exciting time to be a teenager.
My dad’s employees called me “Questions” because I constantly peppered them with inquiries about how things worked and why they worked the way they did. Over time, I acquired a massive amount of knowledge in many fields. To this day, I am just a smidge under being a professional electrician, welder, plumber, and IT guru. But as much as I loved those industries, I was mostly fascinated with stocks and how money made more money.
Every year, my grandmother gave me a couple of shares of stock. I loved this tradition—receiving the gift, knowing it was worth money at that point, but understanding it would be worth so much more years later. I was hooked. I earned a Finance degree and landed an internship at Morgan Keegan in downtown Memphis, TN. Shortly after one of my first official days on the job, I met my wife, Jeanie. Little did I know how full circle we would come twenty years later, as she is now one of my partners at Allred Harris.
Once I started working closely with clients, I knew the best thing I could do for them was obtain my Certified Financial Planner™ certification. This has allowed me to be deeply involved in all aspects of their financial lives.
In 2012, Morgan Keegan was purchased by Raymond James. Coincidentally, Raymond James had an office one block away from where Jeanie was being transferred for a promotion in downtown Dallas, also her hometown. We made the leap to Dallas, where I worked down the hall from a father-son team, Stan and Jon Allred. We shared a similar work ethic, investment philosophy, and conservative approach to wealth management. In 2018, we took the leap from Raymond James to open our own RIA, now Allred Harris.
I feel incredibly fortunate to be in this business for over 20 years—even in 2008, as that year provided invaluable lessons in risk mitigation. It has been tremendously rewarding to walk through life with my clients, celebrating their joys and successes while also being a voice of reason and a steady hand during life’s more challenging moments. My clients know they can reach out to me anytime, as I am Always Here.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
At Allred Harris, we believe that a well-structured financial plan is the cornerstone of long-term success. Working with a Certified Financial Planner (CFP®) ensures that your financial strategy is built on a foundation of expertise, fiduciary responsibility, and comprehensive planning. The CFP® designation represents the highest standard in financial planning, requiring rigorous education, extensive experience, and a commitment to ethical responsibility. Our tailored approach combines this disciplined framework with years of hands-on experience, allowing us to create customized strategies that address every aspect of your financial life-from investment management to tax efficiency, estate planning, and beyond. By integrating the CFP® standard with a personalized, client-first approach, we provide a financial planning process that is both sophisticated and deeply attuned to your individual goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
