Senior Vice President–Wealth Management
Financial Advisor
Zachary has more than twenty 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 satisfacation 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 a current trustee, a trustee for the New Hampshire Public Television, and actively donating to Crossroads House, the Portsmouth Music Hall, and the Dover Children's Museum. 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 actively races with the SCCA and is also known to be a terrible golfer.
Senior Vice President–Wealth Management
Financial Advisor
Zachary has more than twenty 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 satisfacation 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 a current trustee, a trustee for the New Hampshire Public Television, and actively donating to Crossroads House, the Portsmouth Music Hall, and the Dover Children's Museum. 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 actively races with the SCCA and is also known to be a terrible golfer.
Senior Client Associate
Sharon Harkinson joined the team at UBS in late 2022. Her career started at Merrill Lynch in 2012 where Zach saw her potential. With over a decade of experience in client support and financial plans, she is a great addition to the company as a Sr. Registered Client Associate.
Sharon lives in Rochester, NH with her husband Samuel & French Bulldog Penelope AKA "Penny". 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.
Credentials
Senior Client Associate
Sharon Harkinson joined the team at UBS in late 2022. Her career started at Merrill Lynch in 2012 where Zach saw her potential. With over a decade of experience in client support and financial plans, she is a great addition to the company as a Sr. Registered Client Associate.
Sharon lives in Rochester, NH with her husband Samuel & French Bulldog Penelope AKA "Penny". 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.
Credentials
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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