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@ubs.com
Tony Harvey, CRPC
7250 Dallas Parkway,Plano,TX,75024

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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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

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$5.8+ trn

UBS Group invested assets
As of 03/31/2024

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Our global footprint

Global leader

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