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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We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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