Meet Harvey A. Hutchinson, J.D., CFP®
“Do you see a man who excels in his work? He will stand before kings; He will not stand before unknown men.” – Proverbs 22:29 (NKJV)
EDUCATION / CERTIFICATIONS:
- BSBA Finance, Auburn University, 1990
- MBA, Auburn University, 1991
- M.Acc., University of South Alabama, 1993
- JD, Regent University School of Law, 1996
- LL.M., Taxation, The University of Alabama School of Law, 2005
- CERTIFIED FINANCIAL PLANNER™ certification, 2002
- Certified Trust and Financial Advisor, 2008
- Accredited Estate Planner, 2015
For over 20 years, Harvey has served high-net-worth individuals and families as a trust and estates lawyer, senior wealth strategist, and senior financial planner. Before serving as a lead financial planner, he practiced law, specializing in estate planning, estate and trust administration, business planning, and tax planning.
Harvey enjoys teaching and educating young professionals interested in law and financial planning. He has held adjunct professor and instructor positions with the University of Virginia, Emory University, Georgia State University, University of Mobile, and Thomas Jefferson School of Law. Harvey is also a listed contributor in the following textbooks that prepare students to meet the educational requirements for the CERTIFIED FINANCIAL PLANNER™ exam: Estate Planning (13th ed.), Income Tax Planning (15th ed.), Retirement Planning and Employee Benefits (18th ed.), and Investment Planning: Concepts and Strategies (3rd ed.).
Harvey has served as a commissioner on the CFP Board’s Disciplinary and Ethics Commission in Washington, D.C. Similarly, he has served on the board of directors on estate planning councils (Birmingham and Huntsville) and as president of the Financial & Estate Planning Council of Huntsville. Today, Harvey serves on the board of directors for the National Association of Estate Planners & Councils and as vice-chair of the Accredited Estate Planner (AEP) committee. Raised in Mobile, he married his high school sweetheart, Lisha, and they were blessed with two smart, beautiful adult daughters.
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