Profile

Harvey Hutchinson

生物

Harvey Hutchinson serves as the Senior Financial Planner to high-net-worth ($10MM+) and ultra-high-net-worth ($50MM+) clients in a multi-family office environment. Harvey is responsible for developing and coordinating the implementation of comprehensive financial, tax, estate, business, and family strategies. Prior to serving as a wealth strategist, Harvey practiced law with an emphasis in estate planning, estate and trust administration, business planning, tax planning, and retirement planning. Mr. Hutchinson's extensive formal education consists of three business degrees [B.S. (Finance), M.B.A., M.Acc.] and two law degrees [J.D. (Estate Planning & Business Planning), and LL.M. (Taxation)]. Furthermore, Mr. Hutchinson holds the following certifications: Certified Financial Planner®, Certified Employee Benefit Specialist,™ and Certified Trust and Financial Advisor.™ Harvey has held adjunct faculty positions with universities and has presented several seminars to attorneys, CPAs and financial advisers. Mr. Hutchinson is admitted to practice law in Alabama, Georgia, Texas and New York.