Directory
>
Cfp Cima Gail Harris
Cfp Cima Gail Harris
Senior Vice President | Wealthspire Advisors
New York, New York, United States
Cfp Cima Gail Harris
Summary
Cima Gail Harris is a seasoned finance professional with over 40 years of experience in wealth management and financial advisory services. Currently serving as Senior Vice President at Wealthspire Advisors, she specializes in helping high net worth individuals and families navigate complex financial landscapes. With a background that includes roles at prestigious firms such as Merrill Lynch and Key Private Bank, Gail has honed her expertise in areas like estate planning, investment strategies, and risk management. Her commitment to holistic financial planning is evident in her approach, ensuring clients achieve their long-term financial goals. Additionally, her military background as a commissioned officer in the U.S. Navy adds a unique perspective to her leadership style. Gail is not just a financial advisor; she is a trusted partner in her clients' financial journeys, dedicated to fostering intergenerational wealth transfer and sustainable financial practices.
Cfp Cima Gail Harris
Work Experience
Senior Vice President at
Wealthspire Advisors
October 2019 - Present
Director, Advisor at
Sontag Advisory
June 2018 - October 2019
Senior Vice President, Wealth Advisor at
Key Corp Inc
March 2017 - May 2018
Senior Vice President, Private Client Manager at
Bank of America Pvt Wealth Management
January 2014 - February 2017
Vice President of Client Services at
A Single Family Office
January 2007 - January 2013
Advisor, Private Investor Department at
William Blair
January 2006 - January 2007
Senior Financial Advisor at
Merrill Lynch/Wfc/L. Inc.
January 1996 - January 2006
Vice President, Commercial Lending at
BAYBANK, INC. (A RURAL BANK)
January 1991 - January 1994
Commissioned Officer at
US Navy
January 1980 - January 1984
Cfp Cima Gail Harris
Education
Wharton School, University of Pennsylvania, Cima
January 2005
January 1980
Frequently Asked Questions about Cfp Cima Gail Harris
What is Cfp Cima Gail Harris email address?
Cfp Cima Gail Harris's primary email address is ***********@wealthspire.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Cima Gail Harris work for?
Cfp Cima Gail Harris is a Senior Vice President at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Cima Gail Harris graduated from?
Cfp Cima Gail Harris holds a degree in Imca Certified Investment Management Analyst Program from Wharton School, University of Pennsylvania.
How can I directly contact Cfp Cima Gail Harris?
To contact Cfp Cima Gail Harris directly, you can use the email address ***********@wealthspire.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Cima Gail Harris?
Cima Gail Harris is a seasoned finance professional with over 40 years of experience in wealth management and financial advisory services. Currently serving as Senior Vice President at Wealthspire Advisors, she specializes in helping high net worth individuals and families navigate complex financial landscapes. With a background that includes roles at prestigious firms such as Merrill Lynch and Key Private Bank, Gail has honed her expertise in areas like estate planning, investment strategies, and risk management. Her commitment to holistic financial planning is evident in her approach, ensuring clients achieve their long-term financial goals. Additionally, her military background as a commissioned officer in the U.S. Navy adds a unique perspective to her leadership style. Gail is not just a financial advisor; she is a trusted partner in her clients' financial journeys, dedicated to fostering intergenerational wealth transfer and sustainable financial practices.
Cfp`s contact details
***********@wealthspire.com
*******@sontagadvisory.com
Colleagues
SVP
Senior Vice President, Advisor
CFO and Managing Director
Managing Director and Principal
Managing Director, Head of Intermediary Business
Senior Operations Associate
Vice President
Senior Vice President and Advisor
Senior Vice President
Senior Vice President