Pat HarrisClient Advocate

Biography

Pat Harris helps clients do what they do best by handling everything that might distract them from their own jobs. As a client advocate, she manages the day-to-day transactions and account maintenance for the firm’s clientele. With nearly four decades of experience in the financial industry and as a former business owner herself, Pat brings substantial technical expertise and insight—empowering Socius to work more efficiently and effectively.

When she’s not helping clients, Pat enjoys football, basketball, and her husband’s cooking. An avowed “choco-phile,” the only thing she loves more than chocolate is her family, which includes three children and one grandson.

 

What inspired you to join Socius?

The owners of Socius are people of high standards and principles—I wanted to be a part of what they were doing for their clients.

What do you love most about being at Socius?

I love the people who I work with the most. They are truly family.

What’s the biggest challenge most people face with their wealth?

The greatest challenge is also the most obvious one: controlling spending, especially if you’ve just come into newfound wealth. We help clients enjoy the lifestyle they want while spending responsibly.

What are you most proud of in your professional life?

The fact that, after 39 years of working in the financial industry, I’ve maintained my ability to give 110% to every task I set myself to.

What’s your guilty pleasure?

Watching Law & Order—I’ve practically earned a fake law degree by watching every episode at least three times!