Experience That inspires confidence

The Harris Gibson Group at a glance:

  • Established in 2013
  • Comprehensive strategies for business owners and high net worth clients
  • A commitment to multigenerational planning
  • Dedicated five-person team with over 60 years of cumulative experience

Bart Gibson, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
410-576-3219

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Bart has been managing business owners and high net worth families for over 18 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 and estate planning strategies. He takes the time to understand financial needs and risk tolerance so that a client will feel comfortable and confident with financial decisions. Bart 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.

Education

Bart received his B.A. in business administration from the University of Florida.

Firm-wide Recognition

  • UBS Mid-Atlantic Top 40 advisors under 40 for 2014 and 2015

Licenses and certificates

  • Series 7 and 66 securities licenses.
  • He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV


Kyle Harris, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
Portfolio Management Program Financial Advisor
410-576-3295

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Kyle has been working with high net worth families and business owners for over 15 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 serves as a member of the Investment Management Consultants Association. Kyle and his wife Kelly and their daughters Quinn and Riley live in Baltimore, MD. Kyle and Kelly support the Casey Cares Foundation, which provides uplifting programs for critically ill children.

Education

Kyle is a cum laude graduate of the University of North Carolina at Chapel Hill where he received his B.A. in business administration.

Firm-wide Recognition

  • Forbes Best-in-State Wealth Advisor for 2019
  • UBS Top 35 advisors under 35 for 2016, 2017 and 2018
  • Forbes America's Top Next-Generation Wealth Advisors for 2018

Licenses and certificates

  • Series 7 and 66 securities licenses.
  • Certified Investment Management® (CIMA®) from the University of Pennsylvania, Wharton School of Business


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV


George Caswell, CFP®, AWMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
410-576-3248

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George has been serving high net worth families and business owners for the past five 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. George and his wife Hayward live in Baltimore, MD.

Education

George graduated from Gettysburg College with a B.A. in economics

Licenses and certificates

  • Series 7 and 66 licenses
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Wealth Management AdvisorSM (AWMA®)


Registered States:
AZ, CA, CO, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, VA, WV


Jenny Carpenter

Team Administrator
410-576-3211

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Jenny has 22 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston and has spent the past 14 years with UBS Financial Services. As Team Administrator, Jenny leads the daily operations of the team and ensures excellence for clients. She partners with Kyle and Bart to develop strong relationships and deliver the resources of the firm.  Jenny oversees the on boarding of new clients, as well as educating clients on account services and the firm's capabilities. Jenny's volunteer activities include serving on the board of The Lilabean Foundation, a non-profit seeking to fund critical childhood brain cancer research. She resides in Baltimore, MD with her husband Jon and their 2 sons Hayden and Chase.

Education

Jenny earned a B.A. from Dickinson College and an MBA in finance from Loyola University.

Licenses and certificates

  • Series 7 and 63 licenses


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


Elizabeth Anderson

Client Service Associate
410-576-3207

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Elizabeth joined the Harris Gibson Group as a Client Service Associate in 2018. Her main responsibilities include account services, executing internal operations, client performance analysis and meeting preparation. In addition to improving team efficiencies, she manages brand development by coordinating marketing campaigns and event planning. Elizabeth graduated from the University of Maryland with a B.S. in finance and operations management & business analytics. Elizabeth lives in Baltimore, MD.

Education

Elizabeth graduated from the University of Maryland with a B.S. in finance and operations management & business analytics.

Licenses and certificates

  • Series 7 and 66 licenses


Registered States:
MD