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For over twenty years, Harvey Hutchinson has served high-net-worth individuals and families as a trust & estates lawyer, senior wealth strategist, and senior financial planner. Mr. Hutchinson developed, implemented, and monitored comprehensive wealth plans that covered many areas of law, including tax law, estate and trust planning & administration, business law, and family wealth strategies. Prior to serving as a wealth strategist, Mr. Hutchinson practiced law with an emphasis in estate planning, estate and trust administration, business planning, tax planning, and retirement planning.
Mr. Hutchinson's extensive formal education consists of three business degrees [B.S.B.A. (Finance), M.B.A., M.Acc.] and two law degrees [J.D. (Estate Planning & Business Planning), and LL.M. (Taxation)]. Furthermore, Mr. Hutchinson holds the following certifications: Certified Financial Planner®, Certified Employee Benefit Specialist™, Certified Trust and Fiduciary Advisor™, and Accredited Estate Planner®. Mr. Hutchinson has held adjunct faculty positions with universities and has presented several seminars to attorneys, CPAs, and financial advisers. Mr. Hutchinson has held law licenses in the states of Alabama, Georgia, Texas, and New York.