Harry Sommers is the Financial Planning and Analytics Manager at HighTower Omaha. With a passion for financial planning and a commitment to upholding the fiduciary standard of care, Harry is a key contributor to the development of personalized wealth management strategies for each of our valued clients and their families.
Harry’s primary responsibilities include investment analysis, comprehensive financial planning, and helping clients understand their investment plans to foster alignment with their goals and future aspirations. Specifically, Harry focuses on plan analysis, creation, and implementation, in addition to ongoing portfolio monitoring and investment performance reporting.
Prior to HighTower Omaha, Harry completed several internships within the financial services industry. He served as a Practice Management Intern and a Branch Office Development Intern at Securities America, as well as an Executive Administrative Assistant to an LPL Financial Registered Principal at Nodaway Valley Investment Services.
Harry earned his Bachelor of Science degree in Business Administration and Financial Planning from Creighton University’s Heider College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 licenses.
Harry enjoys spending time with his friends, playing the guitar, and learning new things.