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Edward M

Series 66

New York, NY

UBS Financial Services

Edward Mc Lanahan is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Global Emerging Markets and Manual Sports Physical Therapy. He has also spent time in educational settings, including Trinity College and Millbrook School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment solutions. The firm integrates institutional trading capabilities with wealth management services and provides custody, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Harlan L

Series 66

New York, NY

UBS Financial Services

Harlan Levinson is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank over a ten-year period. Levinson is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Lauren H

Series 66

New York, NY

UBS Financial Services

Lauren Humphreys is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Outside of her advisory work, she operates an Etsy account as a proprietor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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