Cfpâ Robert Harris
About Cfpâ Robert Harris
Cfpâ Robert Harris serves as the Senior Vice President of Wealth Management at UBS, where he has worked for 24 years. Based in Zurich, Switzerland, he has extensive experience in wealth management and is licensed to operate in 25 states across the US.
Work at UBS
Robert Harris has served as Senior Vice President in Wealth Management at UBS since 2000. With 24 years of experience at the firm, he possesses extensive knowledge of UBS's wealth management strategies and operations. His long tenure indicates a commitment to the firm and a deep understanding of the financial services industry.
Education and Expertise
Robert Harris earned a Bachelor of Business Administration degree with a focus on Finance from Baylor University, completing his studies from 1992 to 1996. This educational background provides him with a solid foundation in financial principles and practices, which he applies in his role at UBS.
Background
Robert Harris is based in Zurich, Switzerland, a prominent global financial center. His location allows him to engage with international financial markets and practices, enhancing his expertise in wealth management. Additionally, he is licensed to operate in 25 states across the United States, reflecting his comprehensive understanding of regulatory compliance in various jurisdictions.
Regulatory Compliance Expertise
Robert Harris's ability to operate in 25 states across the US highlights his expertise in regulatory compliance. This broad licensing indicates a thorough understanding of the diverse regulatory environments in which he operates, allowing him to effectively manage client relationships and wealth management strategies.