Gail Harris
Wealthspire Advisors
Westport, Connecticut
Contact
How to contact
gail.harris@wealthspire.com
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Estate planning
Family business
Investments
Exit/Transition Planning
Professional Certification
CFP, CIMA
Client Industries
Consumer Services
Health/Pharma/Biotech
Manufacturing
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Connecticut Individual
Member since
Member for 8 years
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