Matt Harvey's Location
Valparaiso, IN, US
Matt Harvey's Work
- CEO and Founder @ Harvey Wealth Management, LLC
- Premier Financial Advisor @ BMO Harris Financial Advisors, Inc.
- Wealth Advisor @ VWG Wealth Management
- Financial Advisor @ Woodbury Financial Services
Matt Harvey's Education
- Indiana University - Kelley School of Business
B.S. Accounting (Accounting)
1999 - 2003 - DePaul University
(Financial Plannning)
2010 - 2011 - Center for Fiduciary Studies
Accredited Investment Fiduciary (AIF®)
2021 - 2021
- think2perform Breakthrough Leadership Program
Behavioral Financial Advice (BFA™)
2022 - 2022 - Valparaiso High School1994 - 1999
Matt Harvey's Skills
- Portfolio Management
- Microsoft Office
- Financial Reporting
- Project Management
- Management
- Microsoft Excel
- Private Banking
- Rias
- Customer Service
- Financial Services
Matt Harvey's Summary
Matt Harvey, based in Valparaiso, IN, US, is currently a CEO and Founder at Harvey Wealth Management, LLC, bringing experience from previous roles at BMO Harris Financial Advisors, Inc., HighTower and Woodbury Financial Services. Matt Harvey holds a 1999 - 2003 B.S. Accounting in Accounting @ Indiana University - Kelley School of Business. With a robust skill set that includes Portfolio Management, Microsoft Office, Financial Reporting, Project Management, Management and more, Matt Harvey contributes valuable insights to the industry. Matt Harvey has 3 emails and 1 mobile phone number on RocketReach.
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