Harvest Capital Management

UBS Financial Services Inc. is a leading wealth management firm that offers investment advisory and brokerage services to clients. With a global footprint spanning 51 countries and $3.9 trillion in invested assets, UBS is committed to providing quality strategies customized to meet the unique needs of each client. Their team of experienced professionals focuses on developing lasting relationships through a commitment to quality client service, helping individuals and businesses navigate their financial goals with confidence. As a trusted market executive, William Cholawa leads the Concord, NH branch office, supported by Jeffrey Houdlette, the director admin manager. UBS Financial Services Inc. prides itself on its expertise in liquidity management and offers clear advice to clients at every stage of life, helping them make smart moves and pursue their goals together. With a strong emphasis on long-term relationships and a dedication to quality client service, UBS is a reliable partner for individuals and businesses seeking financial guidance and support.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Paul Makris is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Concord, NH. With over 20 years of experience in the financial industry, Paul has built a strong local presence and serves a diverse client base that includes executives, family trusts, professional athletes, entertainers, and non-profit organizations throughout the United States. He brings a wealth of knowledge from his previous role as an executive for Staples, Inc., where he played a key role in the company's growth and success, particularly in the European market. Paul holds a Bachelor of Science degree in Business Administration from the University of New Hampshire and is recognized as one of Forbes' Best-in-State Wealth Advisors for multiple years. Paul Makris is known for his insight-based advice and commitment to understanding his clients' priorities and concerns. He takes a holistic approach to financial planning, helping individuals and organizations envision their future and confidently pursue their life goals. In addition to his professional achievements, Paul is actively involved in the community, volunteering for various non-profit organizations and coaching youth sports. He currently resides in Concord, NH, with his family and enjoys music, travel, and sports in his free time.Generated from the website