Meeting the challenges of business and family wealth

Meeting behind closed doors

The Harris Gibson Group seeks to provide a thorough wealth management experience using a disciplined process to help you and your family define and pursue your goals wherever you are in life. With a specific focus on the imperative needs of small business owners and the challenges of managing multigenerational wealth, we have the experience and expertise necessary to handle your unique financial situation.

You face important decisions and it’s essential to have an experienced advisor in your corner. We provide an objective and integrated wealth management process that helps harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. Is it time for a more sophisticated approach to your financial life, led by a team of highly skilled professionals?

Why work with us:

  • Our goals-based planning approach centers on understanding your priorities, working with you at each stage of life and helping you develop your estate planning strategy.
  • We have extensive experience helping clients preserve and transition their businesses.
  • We’re your advocate. We are dedicated to your best interests, your business and each generation of your family.
The Harris Gibson Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bart Gibson Profile Photo

    Bart Gibson, CFP, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Bart has been managing business owners and high net worth families for over 20 years. Prior to joining UBS, he spent 10 years at Merrill Lynch creating and implementing a wide range of wealth management strategies and solutions. Bart has an in-depth understanding of the complicated issues that business owners face and he is creative in his approach to implement solutions that range from business transition strategies to retirement plans. His specialties include developing comprehensive financial plans, liability management, insurance analysis, and estate planning strategies. He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006. Bart received his B.A. in business administration from the University of Florida. 

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Florida, B.A. Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Exit Planning Advisor
    500 East Pratt Street
    11th Floor
    Baltimore, MD 21202
  • Kyle Harris Profile Photo

    Kyle Harris, CIMA, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Kyle has been working with high net worth families and business owners for over 17 years. His experience coupled with his expertise in captive insurance companies allows him to address the needs of corporations and groups that have a desire to take financial control and manage their own risk. Kyle serves as a member of the Investment Management Consultants Association. He uses a customized approach when constructing portfolios and prides himself on performing in-house due diligence while leveraging the resources of one of the world’s premier global wealth management firms, UBS. Kyle obtained the Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business. He is a cum laude graduate of the University of North Carolina at Chapel Hill where he received his B.A. in business administration.

    • Financial Planning Top 40 Financial Advisors Under 40, 2022The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of North Carolina at Chapel Hill, B.A. Business Administration, cum laude
    • Certified Investment Management Analyst®
    • Certified Exit Planning Advisor
    500 East Pratt Street
    11th Floor
    Baltimore, MD 21202
  • George Caswell Profile Photo

    George Caswell, CFP, AWMA

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    George has been serving high net worth families and business owners for the past seven years. Prior to joining the Harris Gibson Group, George was a Wealth Planning Analyst for UBS. In this role, he worked closely with financial advisors in the Mid-Atlantic Market to deliver comprehensive wealth management through customized financial plans. George's areas of focus include retirement income planning, risk management, education funding, charitable giving, and estate planning. George earned the Accredited Wealth Management Advisor, AWMA® designation in 2016 and the CERTIFIED FINANCIAL PLANNER™  designation in 2017. He graduated from Gettysburg College in 2013 with a B.A. in Economics.

      • Gettysburg College, B.A. Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Accredited Wealth Management Advisor℠
      500 East Pratt Street
      11th Floor
      Baltimore, MD 21202
    • Jenny Carpenter Profile Photo

      Jenny Carpenter

      Authorized Officer

      Team Administrator

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      • CO
      • DC
      • DE
      • FL
      • GA
      • MA
      • MD
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      • NC
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      • TX
      • VA
      • VT
      • WA

      Jenny has 24 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston, and has spent the past 16 years with UBS Financial Services. As Team Administrator, Jenny leads the daily operations of the team and ensures excellence for clients. She partners with Kyle and Bart to develop strong relationships and deliver the resources of the firm.  Jenny oversees the on boarding of new clients, as well as educating clients on account services and the firm's capabilities. She is FINRA-registered holding the Series 7 and 63 securities licenses. Jenny earned a B.A. from Dickinson College and an MBA in finance from Loyola University.

        • Dickinson College, B.A.
        • Loyola University, M.B.A. Finance
          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
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          Sherry Outen

          Senior Client Associate

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          • MA
          • MD
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          • NC
          • NJ
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          • PA
          • SC
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          • VA

                500 East Pratt Street
                11th Floor
                Baltimore, MD 21202
              business-owners

              Business owners

              wealth-planning family

              Wealth planning

              client-service

              Client service

              Selling your business: Proceed with passion

              UBS Business Transition Services can help unlock the possibilities

              Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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