Kyle Harris, a financial adviser in the Baltimore office of UBS Wealth Management USA, was named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisers list for 2021. He was also ranked as the No. 1 adviser in Maryland on the list.
Harris has been working with high-net-worth families and business owners for more than 15 years. He views each client’s financial situation and family dynamics as entirely unique and uses a customized approach when developing each portfolio.
He graduated cum laude at the University of North Carolina at Chapel Hill, where he received his Bachelor’s degree in Business Administration and serves as a member of the Investment Management Consultants Association.