Insight-based advice

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Zachary has more than thirty years of experience helping individuals to develop strategies to manage their personal and business finances. He strives to work with clients to help them achieve their financial goals, and takes great satisfaction in building long term relationships. His experience in financial services covers a broad range of issues including, but not limited to: advising clients on the exit of their privately held business, working with senior level executives on concentrated equity sales, assessing risk and setting up asset management strategies to chart a course through difficult market environments, identifying potential estate and trust issues, and coaching the children of clients to understand the value and importance of investing.

Zachary joined UBS Financial Services Inc. in 2013. Prior to that, he began his business in 1993 at Merrill Lynch in Boston. In 1999, Zachary was asked to assume a managerial role as the Branch Manager for Merrill Lynch in Portsmouth, NH.

Zachary takes great pride in his local community, having formerly served as Chairman of the Board of Trustees for the Strawbery Banke Museum and as a trustee for the New Hampshire Public Television. He is currently serving as a National Council Member for Strawbery Banke. He actively donates to the Portsmouth Music Hall, and has supported the Dover Children's Museum and Crossroads House. In addition, he has served as a Big Brother for the Big Brother/Big Sister program, he has been on the Board of Temple Israel, has helped to educate students on the importance of staying in school through the Junior Achievements Program, and has been a guest lecturer at UNH speaking to students on career choices. Zachary currently lives in Portsmouth with his wife Nancy, and his two children. As an avid car enthusiast, Zachary has raced with the SCCA and is also known to be a terrible golfer.

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Hugh recognizes that a Financial Advisor’s professional success depends on understanding clients' needs at different stages of their lives, and mobilizing their business to address those needs. Right now, many clients are seeking advice not just about their investments, but on other matters that impact wealth—topics that UBS calls "Advice. Beyond investing."

Hugh excels in many aspects of wealth management, which include: planning for educational expenses, or long-term care; financial support to children and parents; and preserving one's lifestyle momentum throughout retirement.

Hugh intends on opening the door to deeper, more meaningful conversations—ones that focus less on the capital markets, and more on your loved ones. He works with you to develop a financial plan which envisions that which matters most to you:  whether it's retirement sufficiency, funding an education, borrowing more strategically, or the gifting of assets.

Hugh lives in Portsmouth’s historic South End with his wife, and spends his down time tending his home garden. He is always eager to discuss international travel or world history. Hugh is currently learning Italian.

• Wealth Advisor
• Portfolio Manager

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Dan joined UBS in the fall of 2020 from Ameriprise where he spent four years as a Financial Advisor. Prior to that, he was an investment analyst at Prime Buchholz & Associates where he worked with institutional clients including university endowments and private foundations. Dan’s experience has led him to work with a select group of clients including founders, business owners, corporate executives, and families looking to preserve generational wealth.

Dan holds a degree in finance from the Peter T. Paul College of Business and Economics at the University of New Hampshire. In his free time, he enjoys golfing, skiing, fishing and giving back to his community through his role as Board member and  Vice Chair at the Center for Wildlife in York, Maine. He and his wife Julia live in the seacoast of New Hampshire with their two children, and goldendoodle.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Peter T. Paul College of Business and Economics at the University of New Hampshire, Finance, Magna Cum Laude

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Jim joined UBS in October of 2010 after five years with Wachovia – Wells Fargo, 25 years with Dean Witter – Morgan Stanley, two years as the General Manager of US LIFE Equity Sales in New York City and two years as a bond trader for USLIFE Corporation. Jim has enjoyed success in Financial Planning and Option Trading and has taken pride in his work with a broad variety of clients interested in achieving financial freedom.

Jim is an Army veteran having spent six years on active duty and 20 additional years in the Army Reserve. He retired as a Lieutenant Colonel in 2006.

In the area of community involvement, Jim has been a board member and chairman of the board of Region 8, Community Development Services, a trustee on the board of the Music Hall in Portsmouth and the chairman of the board of Sacred Heart School in Hampton.

Jim lives in Hampton Falls with his son and their two Labradoodles, Pippa and Marley.

• St. Anselm College, Economics
• Pace University, MA in Economics, MBA in Finance

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"Doing well by doing good" is the motto Steve lives by. In addition to his role as Financial Advisor, Steve obtained the UBS Wealth Advisor designation. As a Wealth Advisor, he provides personalized wealth management services to his clients. Steve understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS, it is how those services are developed and delivered to help you pursue your goals. To help manage your wealth, Steve calls upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

Providing the best possible financial planning and competent investment advice gives him tremendous satisfaction because Steve knows he can make a positive difference in people's lives. He believes that a good plan is critical for individuals, families and business owners to help them achieve financial success.

Steve is very active in the local community and sits on various non-profit boards including NHSPCA. Prior to joining the financial industry, Steve held senior management roles in technology companies and was CEO of an international technology company. His extensive business experience proves helpful to business owners navigating their complex planning and estate issues.

• University of New Hampshire, BA

• Wealth Advisor

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Sharon Harkinson joined the team at UBS in late 2022. Her career started at Merrill Lynch in 2010 where Zach saw her potential. With over a decade of experience in client support and financial plans, she is a great addition to the team as a Sr. Registered Client Associate.

Sharon lives in Rochester, NH with her husband Samuel & French Bulldog's Penelope AKA "Penny" and Minerva. During her free time she studies the ukulele, runs long distances or plays in the garden. She is a running enthusiast and achieved a qualified Boston Marathon finisher's medal. 

• West Virginia Wesleyan College, BA

• Accredited Asset Management Specialist

Amber joined the team in the fall of 2023. Prior to joining UBS Amber worked in the Franchise Department of Direct Capital for two years. She prides herself on her flexibility and provides client communication skills to the team.

Amber lives in Exeter, NH, spending time with her daughter and pug. She is actively pursuing her General Securities Representative Certification. Amber enjoys nature, oftentimes engaging in activities like hiking and paddle boarding.

• Keene State College, BA