Anthony Harvot is a wealth management financial advisor based in Dallas, TX.
Tony joined CAPTRUST in 2023 from Southern Wealth Management and serves as a financial advisor and relationship manager. He has been deeply involved in wealth management since 2010, and his responsibilities and roles have fit the full spectrum of client services.
He holds a Masters of Business Administration and Bachelor of Business Administration from The University of Texas at Tyler and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).
When he’s not at work, Tony is working on perfecting his golf game and attending as many concerts as he can.
Education
- Masters of Business Administration from The University of Texas at Tyler
- Bachelor of Business Administration from The University of Texas at Tyler
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
