Experience

Harvey Investment Management, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Apr 2017 - Present

  Colorado Springs, Colorado Area

• President and CEO

  • 2017 - Present

  Colorado Springs, Colorado Area Brad Harvey has been serving his clients for over 20 years in several areas including: financial planning, wealth management, and retirement plans. He takes a personalized approach and treats each client as an individual. He delivers customized plans and portfolios that are reflections of their goals, aspirations and values. Brad enjoys helping women in transition gain confidence to manage their financial affairs by increasing their financial literacy. He writes the Wealth of… Show more Brad Harvey has been serving his clients for over 20 years in several areas including: financial planning, wealth management, and retirement plans. He takes a personalized approach and treats each client as an individual. He delivers customized plans and portfolios that are reflections of their goals, aspirations and values. Brad enjoys helping women in transition gain confidence to manage their financial affairs by increasing their financial literacy. He writes the Wealth of Knowledge blog to help educate consumers about financial principles. Brad uses his unique set of experiences and education to demystify the investment and wealth management process.



Resolute Independent Advisors, LLC

• Managing Partner

  • Apr 2017 - Present

  Colorado Springs, Colorado Area Resolute Independent Advisors, LLC (RIA) was created by Brad Harvey and Todd Baker and is an independent-minded financial advisory practice dedicated to serving sophisticated, high-net-worth families in a fiduciary relationship. With more than 100 years of experience in the industry, RIA guides approximately 750 families nationwide in the areas of investment and financial management.


UBS Financial Service, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Senior Portfolio Manager - Portfolio Management Program & First Vice President - Wealth Management

  • Apr 2009 - Apr 2017

Smith Barney
• United States
• 1 - 100 Employee
• First Vice President - Wealth Management

  • Mar 2001 - Apr 2009