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MEMBER PROFILE

 

Gail Harris

Wealthspire Advisors

 

Member profile details

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

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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