Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Evan Harrigan

Vice President–Wealth Management

Financial Advisor

Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development.  In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.

Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • MO
  • NC
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA

Education

  • Bachelor's Degree in Communications & Advertising, University of North Florida

Credentials

  • Portfolio Manager
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 527-6340

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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