Brian Fitzharris

Brian Fitzharris

Financial Consultant

With over 10 years of experience, Brian works with individuals and families to help them reach their retirement and financial goals through sound investment and insurance advice. 

Brian’s specialty within the The Rockland Group – Wealth Management, LLC team is as a retirement benefits specialist in tax sheltered plans working primarily with nonprofit organizations, charter schools, and public educators.

Since starting with AXA Advisors in 2008, Brian has achieved several company awards.  AXA has recognized him for his annual production milestone of National Leaders Corps (NLC) and Top of Class in 2013 and 2016.  In 2019, he was presented the Centurion award. 

From 2012 to 2016, Brian served a Divisional Vice President of AXA Advisors in the Philadelphia Branch.   While in this role, he was in charge of recruiting, developing, and coaching new associates on how to efficiently organize their practices.

Brian resides in Bethlehem, PA with his wife, Tara, their son, Shepard, and their Boston terrier, Preston.

 

Professional Designations/Registrations:

 

FINRA Licenses: Series 7, 66

Registered in:

PA, DE, FL, KS, LA, ME, OH, VA & NJ

 

Life & Health Licenses: PA, DE, FL, & NJ

 

Degrees/Education:

 

Kutztown University - Graduate with Honors

 

Awards:

 

National Leader Corps (NLC)

 

Top of Class 2013, 2016

 

Centurion Level


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0542
Fax 610-606-0575