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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    • AL
    • CA
    • FL
    • IL
    • KY
    • LA
    • MD
    • NJ
    • NY
    • OH
    • PA
    • 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
    • Nathan-Smith

      Nathan Smith, CRPC, AAMS

      Senior Wealth Strategy Associate

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      • AL
      • CA
      • FL
      • IL
      • KY
      • LA
      • MD
      • NJ
      • NY
      • OH
      • PA
      • 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

      The Year Ahead - Sustainable Investing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

      Insights