Gail Harris of Wealthspire Advisors is a member of XPX Connecticut

Gail M Harris

Director

Westport, Connecticut

Professional Profile

Call Me When

Call Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

Contact Method

gail.harris@wealthspire.com

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, CIMA

    Functional Expertise

  • Estate planning
  • Family business
  • Investments
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Connecticut Sponsor

    Member Since

    4 Year Member

    Sponsorship Type

    Gold

    Chapter Leadership Role

    Programming Chair

    Why I'm a Member of XPX

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