Bill Harmon, CFP®
Vice President - Portfolio Management and Financial Planning
Bill Harmon is the newest member of the Vista Investment Partners team. He comes to us from North Carolina and holds his Series 7, Series 63, Series 65 Securities licenses as well as a Life and Health Insurance license. Bill was born and raised in Indianapolis, Indiana and attended Pike High School and graduated from Hanover College in 1993. Bill has a B.A. in Communications and is an experienced financial advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. He has over 25 years of experience and has worked at some of the largest firms in the industry. An avid sports fan, Bill loves to play golf and follow his favorite athletes and teams. Jordan Spieth, the Dallas Cowboys, Cincinnati Reds, Purdue and North Carolina basketball. Bill lives in Richmond and is a member of the local Kiwanis Club and attends First Presbyterian Church.