Kyle Harris, CFP® in

Kyle Harris, CFP®

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Client Service Associate at UBS
📍 Portland, Oregon Metropolitan Area, United States

Kyle Harris is a CERTIFIED FINANCIAL PLANNER™ and Wealth Strategy Associate with UBS in the Portland area. He began his career at the firm with a summer internship in 2014 and has since taken on roles with increasing responsibility. He earned his bachelors in Finance from Linfield University.

An accomplished athlete, Kyle played football for the Linfield Wildcats throughout college as a wide receiver and defensive back. He also minored in Coaching, reflecting a deep-seated interest in sports and team development. He was also a four-time letter winner in high school baseball.

Unique fact: Kyle was a member of Westview High Schools 2011 state championship baseball team.

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Experience
9 Years
Current Role
Client Service Associate
Location
Portland, Oregon Metropolitan Area, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares about

Financial Planning
As a CERTIFIED FINANCIAL PLANNER™, he specializes in comprehensive financial planning, portfolio management, and business development for his clients at UBS.
Tax Law
He actively shares updates and guides from UBS concerning changes to income, gift, and estate taxes, and their impact on charitable giving strategies.
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Career

Work history

9-2015 - 10-2024
Client Service Associate
UBS
6-2015 - 9-2015
Branch Service Associate
UBS
In the press

Media appearances

Kyle Harris – UBS Wealth Management Profile. Featured in Forbes
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Kyle Harris, Jason Lowy and Nicholas Barbieri – UBS Financial Services. Featured in The Daily Record (Maryland)
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Education
2011 - 2015
Major: Business-Finance; Minor: Coaching
Linfield University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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