Harvey joined Merrill Lynch Wealth Management in 1993 after spending several years working in the Consumer Products industry. As a Financial Advisor, he brings clarity and simplicity to his clients’ financial lives. The lessons he learned during his long tenure in the industry have proven invaluable in guiding affluent families, professionals and business executives across the country through today’s complex, ever-changing investment environment.

 

Taking the time to understand his clients’ needs, wants and challenges, Harvey derives great satisfaction in helping them achieve their life’s goals and fulfilling their dreams. What he has learned throughout the years is that managing wealth extends far beyond just building customized portfolios, but in truly understanding what matters most to his clients as they think about and prepare for the next stage of their financial lives. With a clear view of who his clients are as investors, Harvey works with them to select an appropriate mix of investments that makes the most efficient use of their financial resources.

 

Harvey received his bachelor’s degree in Communications from Cleveland State University.

He earned the Chartered Retirement Planning Counselor, CRPC^TM and Certified Plan Fiduciary Advisor, CPFA^TM certifications, and serves as an arbitrator for FINRA, helping to mediate employee disputes. An avid fan of every Cleveland sports team, Harvey and his wife live in Solon, Ohio.