2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
- With CAPTRUST Since 2023
- 972.661.4600
-
5005 LBJ Freeway #1313
Dallas, TX 75244
Anthony Harvot, CFP®
Financial Advisor,
Relationship Manager
- Crying in H Mart by Michelle Zauner
- Joel Dahmen, Jose Mourinho, and Anne Clark (St. Vincent)
- “Be wise.” – My grandfather
- Patience, humility, and empathy
Financial Advisors
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 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
- Bachelor of Business Administration from The University of Texas at Tyler
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
News & Resources
Announcements
In the Community
1 month ago
CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day
Fourth Annual Giving...
Announcements
3 months ago
San Antonio’s Southern Wealth Management Joins CAPTRUST
Bolsters Firm’s Presence in Texas and...
Wealth Management
4 months ago
Net Unrealized Appreciation
Net unrealized appreciation, or NUA, is a tax strategy that...
