Herschel Ambrose Harvey III
Financial Advisor|MBA, CLU®
Personal Financial Planning for Business Owners and Employees
About Herschel
Herschel graduated from the College of Charleston in 1988 with a B.S. in Business and immediately embarked on his career in financial planning & services with Northwestern Mutual.
As Herschel accumulated experience throughout the years, he furthered his professional development by completing his Master of Business Administration (MBA) at the Citadel in 2008.
Herschel is committed to helping you get closer to your dreams. When you partner with him, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. He strives to provide you the best experience possible by working directly with you in your best interest to maximize your returns and give you security in your retirement plans.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
