Experience:
Since 1993, Harvey Hines has worked with clients designing and executing plans for complete financial care. The plans and guidance he provides leave no aspect of their financial life unaccounted for. This includes insurance, investments, retirement and education planning, tax efficiency, and estate conservation.
Harvey understood the importance of financial security and stability at an early age. As one of five children, he was keenly aware of his family’s financial struggles and began securing his own financial future by working while just in middle school. These experiences created a commitment to financial security for himself and those he can serve. Harvey is passionate about the positive impact of proper financial planning and guidance.
Prior to creating Hines Wealth Management, LLC, Harvey served as Vice President of Investments with Wells Fargo Advisors, LLC and as a financial advisor for the Northwest Financial Group, LLC, where he specialized in financial services for Central Intelligence Agency employees and related government contractors.
Credentials:
- CERTIFIED FINANCIAL PLANNERTM
- FINRA Series 7, 63, and 65
- Licensed in California, Colorado, District of Columbia, Florida, Iowa, Louisiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington.
- Member, Financial Planning Association
- Member, Financial Services Institute
Personal:
A native of Greenwood, S.C., Harvey now lives on Seabrook Island, SC with his wife, Andrea, and their two Himalayan cats, Butterscotch and Molasses. He is a Seabrook Island Club and Family Circle Tennis Center member. He actively participates in United States Tennis Association sectional and national tennis tournaments, as well as USTA League tennis.
Harvey is focused on living a healthy lifestyle and enjoying outdoor activities. He can often be found doing CrossFit, running, biking, and golfing in the beautiful surroundings of Seabrook Island and at their vacation home in South Dennis, Massachusetts.
CERTIFIED FINANCIAL PLANNER™ professionals must meet the highest requirements in the industry in terms of ethics, education, experience and exam. The new CFP® (with plaque design) mark reflects that rigor. Bold and confident yet warm and reassuring, our new mark visually represents CERTIFIED FINANCIAL PLANNER™ professionals as the gold standard among financial advisors.