Staci L. Harris

Client Services Director at Dowling & Yahnke Wealth Advisors

Staci joined Dowling & Yahnke in 2014 with a significant background in financial service operations since 2005. She interfaces with our clients’ custodian for account maintenance, processing security transfers, prepar­ing forms, and serving as a digital concierge. As the manager of the Client Service Team, Staci works closely with each team member to ensure outstanding client service, providing solutions in complex circumstances.

Staci has a Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, San Marcos.

Staci is a San Diego native and currently lives in Mission Valley with her husband. She enjoys spending time at the beach, local sporting events, and going to concerts.

Timeline

  • Client Services Director

    Current role

  • Director, Operations

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