Mark Harbaugh
Financial Advisor
- Role
- Financial Advisor at UBS
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Mark Harbaugh
I joined The Cornerstone Group as a Financial Advisor at UBS, in 2014 specializing in tax-efficient investment and planning strategies. My career began at Navigant Consulting, where I worked in both Washington, D.C. and New York City. Leveraging my consulting background, the internal UBS network, and external relationships, I deliver complex solutions in a simplified manner. I’m dedicated to exceeding expectations and I’m always available to provide advice and guidance. I hold a BS in Finance from Wake Forest University. Go Deacs! My wife, Molly, and I have two children, Annie and Eliza. In my free time, I enjoy playing golf, running, and cooking with my daughters.Where are you today and where do you want to be tomorrow? I recognize that a lasting relationship starts by listening and understanding your priorities and concerns. Together we’ll look at the big picture, discuss your vision for the future, and help you confidently pursue your life goals. Contact me when you’re ready to get started:(90••••••72 m••••••••@ubs.com **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Financial Advisor
Sep 2014 — Present · Greensboro, NC, US
Education
Wake Forest University
BS, Finance
2005 — 2009
University of Westminster
Study Abroad
2007 — 2007
Skills
- Strategic Financial Planning
- Life and Health Insurance Licensed
- Business Analysis
- Series 3 - 66 - 7 - 9 - 10
- Retirement Planning
- Problem Solving
- Wealth Management
- Financial Services
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