Insight-based advice

Observatory on mountain top

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.

Four people meeting in glass office

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.

  • Zachary Slater

    Zachary Slater

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • ID
    • IN
    • MA
    • ME
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • TX
    • UT
    • VT
    • WA

    Zachary has more than twenty years of experience helping individuals to develop strategies to manage their personal and business finances. He strives to work with clients to help them achieve their financial goals, and takes great satisfacation in building long term relationships. His experience in financial services covers a broad range of issues including, but not limited to: advising clients on the exit of their privately held business, working with senior level executives on concentrated equity sales, assessing risk and setting up asset management strategies to chart a course through difficult market environments, identifying potential estate and trust issues, and coaching the children of clients to understand the value and importance of investing.

    Zachary joined UBS Financial Services Inc. in 2013. Prior to that, he began his practice in 1993 at Merrill Lynch in Boston. In 1999, Zachary was asked to assume a managerial role as the Branch Manager for Merrill Lynch in Portsmouth, NH.

    Zachary takes great pride in his local community, having formerly served as Chairman of the Board of Trustees for the Strawbery Banke Museum and a current trustee, a trustee for the New Hampshire Public Television, and actively donating to Crossroads House, the Portsmouth Music Hall, and the Dover Children's Museum. In addition, he has served as a Big Brother for the Big Brother/Big Sister program, he has been on the Board of Temple Israel, has helped to educate students on the importance of staying in school through the Junior Achievements Program, and has been a guest lecturer at UNH speaking to students on career choices. Zachary currently lives in Portsmouth with his wife Nancy, and his two children. As an avid car enthusiast, Zachary actively races with the SCCA and is also known to be a terrible golfer.

          40 Congress Street
          Portsmouth, NH 03801
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          Sharon Harkinson

          Senior Client Associate

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          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • LA
          • MA
          • MD
          • ME
          • MI
          • MT
          • NC
          • NH
          • NJ
          • NM
          • OH
          • PA
          • PR
          • SC
          • TX
          • VT
          • WA

          Sharon Harkinson joined the team at UBS in late 2022. Her career started at Merrill Lynch in 2012 where Zach saw her potential. With over a decade of experience in client support and financial plans, she is a great addition to the company as a registered associate.

          Outside of office hours, you can find Sharon in Rochester, NH with her husband Samuel enjoying puzzles, studying the ukulele, running long distances or working in the yard or garden. She is a running enthusiast and achieve a qualified Boston Marathon finisher's medal. 

                40 Congress Street
                Portsmouth, NH 03801

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              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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