Harvey A. Hutchinson, AEP® CFP®
20 Years Experience
Harvey is a Client Advisor working with high net worth individuals and families. Specifically, Harvey develops tailored financial plans to illustrate both the challenges and opportunities wealth has on clients and the client’s family. Prior to joining the firm in 2018, Harvey worked as a senior wealth strategist, private business strategist, senior financial planner, and trust & estate attorney with large financial institutions and full-service law firms. Harvey holds the following designations: CERTIFIED FINANCIAL PLANNER(CFP®), Accredited Estate Planner (AEP®), and Certified Trust and Financial Advisor (CTFA). Harvey has a B.S. (Finance) and M.B.A. from Auburn University, a M.Acc. from The University of South Alabama, J.D. (Business & Estate Planning) from Regent University School of Law, and LL.M. (Taxation) from The University of Alabama School of Law.
Harvey serves on the board of directors for The Financial and Estate Planning Council of Huntsville (serving as president in 2018) and The Alabama Federal Tax Clinic, Inc. (2015-2018). Furthermore, Harvey serves on the Council Relations Committee of the National Association of Estate Planners & Councils (NAEPC), as well as the Disciplinary and Ethics Commission for the CFP Board of Standards, Inc.
Harvey and his wife, Lisha, live in Birmingham, Alabama, and they have two children.