Daveona HarrisDaveona HarrisClient Services Associate
About Daveona
Daveona Harris is a Client Service Associate with J.P. Morgan Wealth Management.
As an important member of Team Burns Troop Pearl, she assists In providing excellent service for the group's diverse portfolio of clientele.
Daveona is a trusted member of the team, serving as an additional point of contact for clients and helping to deliver growth and client satisfaction. Through her interactions with clients and her comprehension of their needs, she acts as the operational powerhouse for the team. Mitigating executional risk and facilitating new client and account onboarding requirements are a few of her day-to-day tasks.
Prior to becoming a Client Service Associate, Daveona worked as a Client Onboarding Specialist for the firm, where she provided back office support to multiple sales teams in the firm's California, Illinois and Texas offices.
Daveona is originally from Chicago, Illinois where she attended Loyola University Chicago and earned a B.S. in Forensic Science. Outside of the office, she enjoys spending time with her loved ones, volunteering in the community, playing tennis and reading.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now