The Legacy Group
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Lasting relationships. For all that matters

The-Legacy-Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Tony-Harvey

    Tony Harvey

    Senior Vice President–Wealth Management

    Financial Advisor

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    View bio
    • AL
    • CA
    • FL
    • IL
    • KY
    • LA
    • MD
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • WA

    Tony attended North Texas University and was a successful business owner prior to his career in finance. He owned and operated his own electrical business for over 9 years. In 1999 Tony sold his company and joined Merrill Lynch. He received special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor, and a Special Needs Advisor. He rose to the level of Assistant Vice President at Merrill Lynch, and then to Vice President of Investments at UBS.  Currently Tony is a Vice President of Wealth Management at UBS in Plano, TX.  Tony enjoys spending time with his wife Shellye, and two children, Marcy and Anthony.

      • North Texas University
      • Chartered Retirement Planning Counselor
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
      tony.harvey@ubs.com
      Tony Harvey
      7250 Dallas Parkway,Plano,TX,75024
    • Nathan-Smith

      Nathan Smith, CRPC, AAMS

      Senior Wealth Strategy Associate

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      View bio
      • AL
      • CA
      • FL
      • IL
      • KY
      • LA
      • MD
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TX
      • UT
      • WA

      Nathan graduated from the United States Military Academy at West Point and went on to serve his country as an officer in the U.S. Army for 5 years.  In 2002 he began his career in finance at Merrill Lynch.  He went on to obtain special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.  In 2008 The McKinney Group (formerly The Harvey - Smith Group) moved their business to UBS Financial Services Inc. in McKinney, TX.  Nathan started as an Account Vice President at UBS and in 2012 he took on the role of the Senior Wealth Strategist for the team.  In 2015 UBS completed their 13 story office building at the Shops at Legacy.  Nathan and Tony moved thier business into the new space and became "The Legacy Group".  In Nathan's spare time he enjoys riding his Harley and spending time with his wife, Melissa, his daughters Lola and Penny, and his son Nathan Jr.

        • United States Military Academy at West Point
        • Accredited Asset Management Specialist
        • Chartered Retirement Planning Counselor
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
        nathan.smith@ubs.com
        Nathan Smith, CRPC, AAMS
        7250 Dallas Parkway,Plano,TX,75024
      • Tony-Harvey

        Tony Harvey

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        View bio
        • AL
        • CA
        • FL
        • IL
        • KY
        • LA
        • MD
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TX
        • UT
        • WA

        Tony attended North Texas University and was a successful business owner prior to his career in finance. He owned and operated his own electrical business for over 9 years. In 1999 Tony sold his company and joined Merrill Lynch. He received special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor, and a Special Needs Advisor. He rose to the level of Assistant Vice President at Merrill Lynch, and then to Vice President of Investments at UBS.  Currently Tony is a Vice President of Wealth Management at UBS in Plano, TX.  Tony enjoys spending time with his wife Shellye, and two children, Marcy and Anthony.

          • North Texas University
          • Chartered Retirement Planning Counselor
          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
          tony.harvey@ubs.com
          Tony Harvey
          7250 Dallas Parkway,Plano,TX,75024
        • Nathan-Smith

          Nathan Smith, CRPC, AAMS

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          View bio
          • AL
          • CA
          • FL
          • IL
          • KY
          • LA
          • MD
          • NJ
          • NY
          • OH
          • PA
          • SC
          • TX
          • UT
          • WA

          Nathan graduated from the United States Military Academy at West Point and went on to serve his country as an officer in the U.S. Army for 5 years.  In 2002 he began his career in finance at Merrill Lynch.  He went on to obtain special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.  In 2008 The McKinney Group (formerly The Harvey - Smith Group) moved their business to UBS Financial Services Inc. in McKinney, TX.  Nathan started as an Account Vice President at UBS and in 2012 he took on the role of the Senior Wealth Strategist for the team.  In 2015 UBS completed their 13 story office building at the Shops at Legacy.  Nathan and Tony moved thier business into the new space and became "The Legacy Group".  In Nathan's spare time he enjoys riding his Harley and spending time with his wife, Melissa, his daughters Lola and Penny, and his son Nathan Jr.

            • United States Military Academy at West Point
            • Accredited Asset Management Specialist
            • Chartered Retirement Planning Counselor
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
            nathan.smith@ubs.com
            Nathan Smith, CRPC, AAMS
            7250 Dallas Parkway,Plano,TX,75024
          Three generations in apple orchard

          Turn possibilities into a plan

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          Tariffs, volatility and your portfolio

          Are you ready?

          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

          Contact us

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

          As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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