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, CRPCTM and Certified Plan Fiduciary Advisor, CPFATM 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.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
