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

Credentials

  • Chartered Retirement Planning Counselor
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

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.

Mother and children laughing
Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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