Tony Harvey, CRPC
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Your lasting legacy

Tony Harvey, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • FL
  • IL
  • KY
  • LA
  • MD
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • UT
  • WA

Tony Harvey, CRPC

Credentials

  • Chartered Retirement Planning Counselor

Tony Harvey, CRPC

7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

Tony Harvey, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • FL
  • IL
  • KY
  • LA
  • MD
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • UT
  • WA

Credentials

  • Chartered Retirement Planning Counselor
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0574

Email Me

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Focus on liquidity management

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Tree

UBS and Credit Suisse—stronger than ever

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.

Contact us

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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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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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