Steve Harvey
B.A., 1990
Partner
Steve Harvey assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives. As a Registered Investment Advisor representative, a Certified Public Accountant, and a Certified Financial Planner he believes the “holistic” approach to planning best serves clients. “Providing tax planning, estate planning, retirement planning, and investment planning and implementation under one roof allows ML&R to fully understand its clients’ financial needs and objectives. This enhanced understanding ultimately allows ML&R to provide a more in-depth and comprehensive service than its competitors.”
Steve received a Bachelor in Business Administration degree from Southwest Texas State University in San Marcos, Texas in December 1990. He joined Maxwell Locke & Ritter in 1993 and has worked for the Wealth Management investment company since its inception. Steve serves on several not for profit boards and enjoys his involvement in the Austin community. He is a member of the American Institute of Certified Public Accountants, Central Texas Estate Planning Council, Financial Executives International, Financial Planning Association and the Texas Society of Certified Public Accountants.
Steve has performed a variety of functions while at Maxwell Locke & Ritter in the tax, audit, and consulting arenas for a variety of local area businesses, organizations and individuals. “Our relationship with our clients is a personal one. We try to assist our clients in all aspects of their financial lives.”
“Maxwell Locke & Ritter’s staff distinguishes it from other financial service firms,” says Steve. According to him, “All employees truly take a personal interest in their clients and their co-workers.”