PROFESSIONAL PROFILE

Harvey began his career with Merrill Lynch on February 9, 1981. He received his CIMA designation in June 2002 from the Investment Management Consultants Association. He received both an Investment Strategist Certificate in October 2004 and a Certificate of Professional Development from the Wharton School in April 2006.

Harvey is a First Vice President-Investments, Portfolio Manager PIA Program, Certified Investment Management Analyst. Harvey helps a select group of clients deal with asset, liability, tax advantaged income and retirement issues. He uses the firm's wealth management process tools and open architecture platform to assist these clients in reaching their goals. Harvey specializes in customized investment management of equity and fixed income portfolios within the Personal Investment Advisory program. Registered NASD-Series 5,7,9,10,31,63,65.

Harvey, his wife, Scarlet and their two sons, two daughters and two dogs live in Peachtree Corners. Harvey maintains an active role in the community through many organizations.

Lynn Nicolaysen serves as Senior Associate.