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Harvey Snider

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Harvey Snider

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Georgia, Alpharetta, United States

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Harvey Snider

Summary

Harvey Snider is a seasoned Senior Vice President and Wealth Management Advisor at Merrill Lynch, bringing over four decades of experience in financial advisory. He leads a multigenerational family team, adeptly connecting with clients across various life stages. His investment philosophy emphasizes rigorous risk management, ensuring clients achieve their long-term financial goals. Harvey is actively involved in community service, holding leadership roles in both his church and local YMCA. His expertise spans a wide range of financial services, including estate planning, tax efficiency, and philanthropic strategies. Harvey's commitment to understanding clients' needs sets him apart in the wealth management industry. He is also a member of prestigious organizations like the Investments & Wealth Institute. Outside of work, he enjoys engaging in dynamic discussions that challenge conventional thinking. Harvey's approach is characterized by simplicity and transparency, making financial planning a collaborative and enjoyable process.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Harvey Snider

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

February 1981 - Present

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Harvey Snider

Education

University of Alabama, Bachelor's Degree

January 1977 - January 1980

Frequently Asked Questions about Harvey Snider

What company does Harvey Snider work for?

Harvey Snider is a Wealth Management Advisor, Senior Vice President at Merrill Lynch.

Where Harvey Snider graduated from?

Harvey Snider holds a degree in null from University of Alabama.

Who is Harvey Snider?

Harvey Snider is a seasoned Senior Vice President and Wealth Management Advisor at Merrill Lynch, bringing over four decades of experience in financial advisory. He leads a multigenerational family team, adeptly connecting with clients across various life stages. His investment philosophy emphasizes rigorous risk management, ensuring clients achieve their long-term financial goals. Harvey is actively involved in community service, holding leadership roles in both his church and local YMCA. His expertise spans a wide range of financial services, including estate planning, tax efficiency, and philanthropic strategies. Harvey's commitment to understanding clients' needs sets him apart in the wealth management industry. He is also a member of prestigious organizations like the Investments & Wealth Institute. Outside of work, he enjoys engaging in dynamic discussions that challenge conventional thinking. Harvey's approach is characterized by simplicity and transparency, making financial planning a collaborative and enjoyable process.

Harvey`s contact details

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