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