Guiding families toward prosperity is an immense responsibility, but it is a challenge wholly embraced by the Financial Harvest Wealth Advisors team. Based in Winter Park, Florida, Financial Harvest Wealth Advisors is led by founder and CEO David A. Witter, CERTIFIED FINANCIAL PLANNER, and Certified Succession Planner, and Katie M. Witter, principal and wealth advisor, and a Certified Succession Planner.
Financial Harvest Wealth Advisors have been helping families, businesses, and individuals build and preserve wealth since 2002. We Believe our clients can live a life of significance that's about more than money. What that means is money is a tool that can provide freedom to focus on what really matters.
Financial Harvest Wealth Advisors have been helping families, businesses, and individuals build and preserve wealth since 2002. We Believe our clients can live a life of significance that's about more than money. What that means is money is a tool that can provide freedom to focus on what really matters.
Services
The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup. In 2002, Winter Park, Florida, Financial Harvest Wealth Advisors Founder and CEO David A. Witter, began guiding families toward prosperity.
Financial Harvest Wealth Advisors is committed to guiding families toward prosperity. Our fiduciary care provides clients with a peace of mind and the freedom to live a good life. From the very first meeting with Financial Harvest, our wealth advisors lead you through our Wealth Management Consultative Process.
The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup. Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system.
David is a CERTIFIED FINANCIAL PLANNER, and a Certified Succession Planner. David holds FINRA Investment Advisor Representative License Series 66 enabling him to serve clients in a fiduciary capacity, and, Florida Life, Health, Variable Life & Annuity State Insurance Licenses.
David serves Financial Harvest Wealth Advisor's approximately 200 local, national, and international clients and is entrusted with more than $245 million in asset management.David is a fiduciary for clients, governed by the highest level of legal standards, providing care and trust for client assets and concerns.
David serves Financial Harvest Wealth Advisor's approximately 200 local, national, and international clients and is entrusted with more than $245 million in asset management.David is a fiduciary for clients, governed by the highest level of legal standards, providing care and trust for client assets and concerns.
Katie and husband David Witter are wealth strategists who have co-owned the firm together since 2009. Katie began her career in the investment and financial services industry in 2002 as Partner and Vice President of a boutique wealth advisory firm. Katie then joined forces with David after nearly eight years to better align her holistic planning philosophy and approach to how she helps clients.
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