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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Gary Harlap is one of a small number of UBS Financial Advisors who have
earned the designation of “Wealth Advisor.” As a Wealth Advisor, Gary is
eminently qualified to provide highly personalized wealth management
services to his clients.
Gary, with 24 years of financial services experience, is a First Vice
President–Investments in the Mellon Bank Center branch in Philadelphia,
Pennsylvania. He spent the early part of his financial career with Bank of
Nova Scotia in Toronto, Canada prior to coming to the firm.
Gary graduated from the University of Toronto with a B.Sc. in human biology
and has earned an impressive array of professional credentials, including the
Series 7, 31, 65, 66 securities licenses as well as life, health and accident
insurance licenses. After earning his B.Sc. degree, Gary passed courses and
exams, and received a Canadian Securities Institute Fellowship (FCSI®).
He later enrolled in programs at Kaplan University and earned a Certificate in Financial Planning, and subsequently, became a member of the International Association
of Registered Financial Consultants. Gary has also earned the Accredited Asset
Management Specialist (AAMS®), Chartered Retirement Planning Counselor
(CRPC®) and Accredited Wealth Management Advisor (AWMA®) professional
designations from the College for Financial Planning in Denver, Colorado. He
has also earned the prestigious Certified Private Wealth Advisor (CPWA®)
designation awarded by IMCA and earned through the Chicago Booth School
of Business as well as the Certified Investment Management Analyst (CIMA®)
designation through the Wharton School of Business and the Retirement Management Analyst (RMA®) designation from the Investments and Wealth Institute.
Outside of work, Gary serves as treasurer for the Russian American Chamber
of Commerce for the Greater Philadelphia area and has taught continuing
education courses at the Cape Educational Institute in Philadelphia that are
offered to CPAs and attorneys.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Senior Vice President–Wealth Management
Gary Harlap is one of a small number of UBS Financial Advisors who have
earned the designation of “Wealth Advisor.” As a Wealth Advisor, Gary is
eminently qualified to provide highly personalized wealth management
services to his clients.
Gary, with 24 years of financial services experience, is a First Vice
President–Investments in the Mellon Bank Center branch in Philadelphia,
Pennsylvania. He spent the early part of his financial career with Bank of
Nova Scotia in Toronto, Canada prior to coming to the firm.
Gary graduated from the University of Toronto with a B.Sc. in human biology
and has earned an impressive array of professional credentials, including the
Series 7, 31, 65, 66 securities licenses as well as life, health and accident
insurance licenses. After earning his B.Sc. degree, Gary passed courses and
exams, and received a Canadian Securities Institute Fellowship (FCSI®).
He later enrolled in programs at Kaplan University and earned a Certificate in Financial Planning, and subsequently, became a member of the International Association
of Registered Financial Consultants. Gary has also earned the Accredited Asset
Management Specialist (AAMS®), Chartered Retirement Planning Counselor
(CRPC®) and Accredited Wealth Management Advisor (AWMA®) professional
designations from the College for Financial Planning in Denver, Colorado. He
has also earned the prestigious Certified Private Wealth Advisor (CPWA®)
designation awarded by IMCA and earned through the Chicago Booth School
of Business as well as the Certified Investment Management Analyst (CIMA®)
designation through the Wharton School of Business and the Retirement Management Analyst (RMA®) designation from the Investments and Wealth Institute.
Outside of work, Gary serves as treasurer for the Russian American Chamber
of Commerce for the Greater Philadelphia area and has taught continuing
education courses at the Cape Educational Institute in Philadelphia that are
offered to CPAs and attorneys.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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