Kyle Harris, CIMA®, CEPA®, is a Financial Advisor with over 20 years of experience guiding entrepreneurs and legacy families through the complexities of wealth and financial stewardship. Currently, they serve as a Managing Director and Senior Portfolio Manager at UBS Financial Services, having joined the firm in 2010. Previously, Harris was a Financial Advisor at Merrill Lynch from 2005 to 2010. Harris earned a degree in Business Administration from The University of North Carolina in 2005 and is recognized as a Forbes Best-in-State Financial Advisor.
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