MLR

Team

We care for our people.

Steve Harvey, CPA, CFP®

Wealth Management Partner

Professional Experience

Steve Harvey is the lead partner for Maxwell Locke & Ritter’s investment management practice, ML&R Wealth Management, LLC. Steve 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 (CFP®), 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 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.

Industry Focus

  • Financial Planning
  • Investment Management
  • Estate Planning
  • Education Planning
  • Tax Planning
  • Liability Protection

Education

  • Texas State University - Bachelor of Business Administration in Accounting

Community

Current

  • Tomorrows Child Foundation, Treasurer
  • Texas State University Development Foundation, Investment Committee – Vice Chair

Past

  • Center for Child Protection, past President, Treasurer, & Vice President
  • Center for Child Protection NFL Alumni Golf Tournament, Chair
  • CAC of Texas, Inc., Treasurer
  • Lake Travis Education Foundation, Board Member, President-Elect, President
  • United Way, Volunteer
  • Junior Achievement, Volunteer
  • Meals on Wheels, Volunteer
  • Texas State Development Foundation

Affiliations

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • CERTIFIED FINANCIAL PLANNER ™
  • BAM Advisor Services Master Forum