Experience Makes all the difference

The Harris Gibson Group at UBS of Baltimore Maryland (MD) is a financial advisor group that focuses on comprehensive wealth management strategies for business owners and high net worth families. We are an experienced group of professionals who are passionate about working with clients in all aspects of their financial well-being. In today's markets, trusted financial advice is more important than ever. We are committed to understanding your goals and priorities and look to build meaningful client relationships to span generations.

James B. "Bart" Gibson, CFP®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
410-576-3219
bart.gibson@ubs.com

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Bart has been managing business owners and high net worth families for over 17 years. Prior to joining the Harris Gibson Group at UBS, he spent 10 years at Merrill Lynch creating and implementing a wide range of wealth management strategies and solutions. His current responsibilities include developing comprehensive financial plans, customizing asset allocations to client's financial goals, liability management, insurance analysis, estate planning strategies and education planning. He takes the time to understand financial needs and risk tolerance so that a client will feel comfortable and confident with financial decisions. He was named as one of the Top 40 advisors under 40 at UBS for 2014 and 2015. Bart received his B.A. in Businiess Administration from the University of Florida. He received his CERTIFIED FINANCIAL PLANNER™ designation in 2006. He and his wife Denise and their three children Cole, Grant, and Alexis live in Baltimore, MD. Bart and Denise support the Casey Cares Foundation, which provides uplifting programs for critically ill children.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV


Kyle Harris, CIMA®

First Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
Portfolio Management Program Financial Advisor
410-576-3295
kyle.harris@ubs.com

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Kyle has been working with high net worth families and business owners for over 12 years. He views each client's financial situation and family dynamics as entirely unique. Kyle uses a customized approach when developing each portfolio.  He prides himself on performing in-house due diligence as part of the process while leveraging the resources of one of the world’s premier global wealth management firms, UBS. Kyle has been recognized as one of the Top 35 advisors under 35 at UBS for 2015, 2016, and 2017. He attained the Certified Investment Management AnalystTM designation awarded through University of Pennsylvania, Wharton School of Business and is a cum laude graduate in Business Administration from the University of North Carolina at Chapel Hill. He is also a member of the Investment Management Consultants Association. Kyle and his wife Kelly and their daughter Quinn live in Baltimore, MD. Kyle and Kelly support the Casey Cares Foundation, which provides uplifting programs for critically ill children, and they also volunteer their time helping with Habitat for Humanity.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV


William P. "Bill" Murphy

First Vice President - Wealth Management
Financial Advisor
Portfolio Manager
410-576-3217
william.p.murphy@ubs.com

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Bill Murphy began his career over 30 years ago, specializing in institutional municipal and taxable bonds. He now applies his training as the group's fixed income investment manager and has extensive experience in navigating the risks of the bond market. Bill is a graduate of Georgetown University.  Bill and his wife, Katherine, live in Guilford where their son attends The Boys' Latin School of Maryland.


Registered States:
AZ, CA, CO, DC, FL, IN, KY, MA, MD, NY, OH, OK, PA, SC, VA


Gerard George Caswell, CFP®, AWMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor (AWMA)
410-576-3248
george.caswell@ubs.com

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


Registered States:
AL, CO, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, TN, TX, VA, WV


Jennifer "Jenny" Carpenter

Senior Client Service Associate
410-576-3211
jennifer.l.carpenter@ubs.com

Jenny handles all operational and administrative needs for the team bringing 17 years of experience in the industry. She is FINRA-registered holding the Series 7 and 63 securities licenses. She earned her bachelor’s degree in Policy Studies from Dickinson College and her master's degree in Business from Loyola University. She and her husband Jon and their two sons Hayden and Chase live in Towson, MD.


Registered States:
CO, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, TX, VA, VT, WA


Kristin E. Carter

Client Service Associate
410-576-3264
kristin.carter@ubs.com

Kristin Carter, Branch Office Administrator, joined UBS in February 2015 and assists the Harris Gibson Group and the Baltimore Branch Office Management Team with operational and administrative functions such as calendar management, events, human resources, purchasing, and reporting.  Kristin has a BS from Towson University and is FINRA Series 7 licensed.  She lives in Ellicott City with her husband, Michael and Goldendoodle, Sparkle.


Registered States:
MD