Experience

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.

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.

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. 

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.