Harris Rosenheim, CFP, AWMA is a highly experienced and knowledgeable financial advisor at UBS Financial Services in Boston, MA. With a background in fundraising and development, Harris brings a unique perspective to his role, helping clients navigate the complexities of investment management and strategic financial planning. He is dedicated to providing a comprehensive and modern wealth management experience, leveraging the vast resources of UBS and his extended team to ensure clients are properly prepared for their financial future.
With a focus on high-touch service, attention to detail, and responsive customer service, Harris strives to become one of the premier wealth management teams in the marketplace. He holds a B.A. in economics from Connecticut College and is a CERTIFIED FINANCIAL PLANNER professional. In his free time, Harris enjoys playing tennis, golf, squash, and skiing, and currently resides in Boston's Back Bay.
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