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Harvey Snider
Harvey Snider
Wealth Management Advisor, Senior Vice President | Merrill Lynch
Georgia, Alpharetta, United States
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.
Harvey Snider
Work Experience
Wealth Management Advisor, Senior Vice President at
Merrill Lynch
February 1981 - Present
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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