Dick Lown

Dick Lown

Consultant & Relationship Manager

As the newest member of The Harvest Group Dick brings with him over 35 years of experience in the financial services industry. After starting as a Financial Advisor with Merrill Lynch, he has been a Branch Manager, Sales Manager, and Complex director for over 30 years– the last 27 with UBS. Dick has had great success over the years working with 100’s of financial advisors and teams to increase productivity and client satisfaction by helping them identify and determine steps to achieve their goals – with the emphasis on their goals. He understands that there is no “one size fits all” approach and every engagement begins with a deep understanding of FA , Team, and Practice. He has helped teams develop a world-class client experience designed to provide predictable and repeatable process that clients enjoy and rave about. Dick helps develop business planning, workflow, organizational structure and importantly marketing and branding strategies. A Managing Director at UBS since 2006, Dick was named the Field Leader of the Year at UBS Wealth Management Americas in 2012 and was a member of the Branch Manager Advisory Council from 2012 -2015.He was also named to the firm’s Leadership Council of top Complex Directors and Branch Managers 11 times. Dick has a degree in political science from Boston College