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 65 years of cumulative experience

Bart Gibson, CFP®, CEPA®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
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

Recognition

  • Forbes Best in State Financial Advisors - 2020, 2019
  • UBS Mid-Atlantic Top 40 advisors under 40 - 2015, 2014

Licenses and designations

  • Series 7 and 66 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.
  • Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute 


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, PR, SC, TN, TX, UT, VA, WA, WI, WV


Kyle Harris, CIMA®, CEPA®

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
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

Recognition

  • Forbes Best in State Financial Advisors - 2020, 2019
  • Forbes Top Next-Generation Wealth Advisors - 2019, 2018
  • UBS Top 35 advisors under 35 - 2018, 2017, 2016

Licenses and designations

  • Series 7 and 66 securities licenses
  • Certified Investment Management Analyst® (CIMA®) designation from the University of Pennsylvania, Wharton School of Business
  • Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute 


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, PR, SC, TN, TX, UT, VA, WA, WI, WV


George Caswell, CFP®, AWMA®

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

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George has been serving families and business owners for the past seven years. Prior to joining the Harris Gibson Group in 2017, he was a Wealth Planning Analyst for 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 advises clients on retirement income planning, portfolio construction, risk management, education funding, charitable giving, and estate planning. He is an active member of the Baltimore Estate Planning Council, serving on the Emerging Planners Committee. He and his wife Hayward live in Baltimore, MD with their son Kemp.

 

Education

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

Licenses and designations

  • Series 7 and 66 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.
  • Accredited Wealth Management AdvisorSM(AWMA®) designation from the College of Financial Planning®


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


Jenny Carpenter

410-576-3211

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Jenny has 24 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston and has spent the past 15 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 designations

  • Series 7 and 63 securities 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 began her career with UBS Financial Services as a member the Harris Gibson Group in 2018. As a Registered Client Service Associate, Elizabeth is responsible for meeting preparation, performance monitoring, client service support and onboarding. She leverages the tools, research and analytics of UBS and its wealth management specialists to provide operational and portfolio management support. 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 designations

  • Series 7 and 66 securities licenses
  • Life, Health and Annuities licenses


Registered States:
CA, CO, DC, DE, MA, MD, NH, NY, PA, TX, VA, WA