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MEMBER PROFILE

 

Gail Harris

Wealthspire Advisors

 

Member profile details

Membership level
Connecticut Sponsor
First name
Gail
Second name/initial
M
Last name
Harris
Suffix
Harris
Title
Director
Company
Wealthspire Advisors
 

XPX ROLE

Chapter Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Profession
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
Client Industry(ies)
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CFP, CIMA
In Business Since
1996
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