$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.
Financial Advisor
Harris is a Financial Advisor with several years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. He focusses on creating and implementing comprehensive financial plans for business owners and multi-generational families. Specifically, he assists his clients with:
· Wealth building and/or preservation
· Legacy and philanthropic design
· Business succession and retirement planning
· Cash flow management
· Longevity planning, including long term care
· Income, risk, and insurance management
· Education planning and funding (children/grandchildren)
Harris began his career at UBS in 2015 as a Wealth Planning Associate. In this role, he collaborated with UBS advisors throughout New England to design and implement financial plans involving complex strategies and solutions to address a broad range of client needs and objectives. He distinguishes himself by his attention to detail and high quality output.
Prior to joining UBS, Harris had a successful career in academic fundraising and development. He holds a B.A. in economics from Connecticut College where he currently serves as Vice President of the Alumni Association Board of Directors and previously served as a member of their Board of Trustees. He also currently serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, MA, and was the former Co-Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston's Back Bay.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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