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Cfp Cima Gail Harris

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Cfp Cima Gail Harris

Senior Vice President | Wealthspire Advisors

New York, New York, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Government Experience

Cfp Cima Gail Harris

Work Experience

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Senior Vice President at

Wealthspire Advisors

October 2019 - Present

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Director, Advisor at

Sontag Advisory

June 2018 - October 2019

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Senior Vice President, Wealth Advisor at

Key Corp Inc

March 2017 - May 2018

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Senior Vice President, Private Client Manager at

Bank of America Pvt Wealth Management

January 2014 - February 2017

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Vice President of Client Services at

A Single Family Office

January 2007 - January 2013

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Advisor, Private Investor Department at

William Blair

January 2006 - January 2007

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Senior Financial Advisor at

Merrill Lynch/Wfc/L. Inc.

January 1996 - January 2006

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Vice President, Commercial Lending at

BAYBANK, INC. (A RURAL BANK)

January 1991 - January 1994

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Commissioned Officer at

US Navy

January 1980 - January 1984

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Cfp Cima Gail Harris

Education

Wharton School, University of Pennsylvania, Cima

January 2005

Oregon State University, Bs

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

mail

***********@wealthspire.com

*******@sontagadvisory.com

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