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$7 trn
UBS Group invested assets
As of 12/31/2025
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
CERTIFIED FINANCIAL PLANNER
Harris is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional on a wealth management team, The SGR Group. 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 insurance reviews
· Income, risk, and insurance reviews
· 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 help 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.
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.
Education
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Harris is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional on a wealth management team, The SGR Group. 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 insurance reviews
· Income, risk, and insurance reviews
· 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 help 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.
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.
Education
Credentials
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
