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. He is a member of the American Institute of Certified Public Accountants, and the Texas Society of Certified Public Accountants. Steve has passed the National Association of Securities Dealers General Securities Registered Representative (Series 7) Exam, and the Uniform Securities Agent State Law (Series 63) Exam.
Enjoying his involvement in the Austin community, Steve currently serves on the Board for the Lake Travis Education Foundation and is the Chair of the NFL Alumni Golf Classic. This golf tournament benefits The Center for Child Protection, where he previously served as Treasurer and Vice President.
"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."
Family: Kristin (wife), Kendall & Karris (daughters)
Community Activities:Lake Travis Education Foundation (Board Member); NFL Alumni Golf Classic (Chair); Lakeway Church
Hobbies: Golf, Investing, Spending time with family
