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International Space Station

Harris Rosenheim, CFP, AWMA

Financial Advisor

Harris joined UBS Financial Services in 2015, after a successful career within fundraising and development. As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor on a wealth management team today, he partners with each of his clients and helps them navigate his team's smart process to ensure that they are on a path to achieving their life's goals with confidence. Harris assists his clients with every dimension of investment management and financial planning with the ultimate goal of ensuring that they have peace of mind and are properly prepared for their individual or family's financial future.

While working within UBS's second largest office in North America, Harris has created and implemented comprehensive financial plans for business owners and multi-generational families. Through this experience, he gained a deep understanding of client needs, their vast range of goals and objectives, and the complexity associated with addressing one's changing financial situation.

He focuses his time and attention on providing clients with a truly comprehensive and modern wealth management experience, leveraging the vast resources of UBS and his extended team. He offers the gold standard of service by providing attention to detail, high quality and responsive customer service, and ongoing and timely communication. This and their dedication to knowing their clients are integral to their practice as they strive to become one of the premier wealth management teams in the marketplace.

Harris holds a B.A. in economics from Connecticut College, where he previously served as a member of their Board of Trustees.

Harris currently lives in Boston's Back Bay. When not working, you can find him actively involved as a volunteer with The Fenn School, Connecticut College, Temple Shir Tikvah and The Tennis & Racquet Club. In his free time, he also enjoys playing tennis, golf, squash, and skiing.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. in Economics, Connecticut College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8024

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Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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