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Stuart H

Series 63, Series 65

Auburn, AL

Harmony Asset Management LLC

Stuart Henley is a financial advisor with Harmony Asset Management LLC in Auburn, Alabama, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 1999 to 2018. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach that combines fundamental analysis with proprietary technical indicators to construct diversified, multi-asset portfolios, managing accounts on a discretionary basis with client-imposed restrictions.

Wealth management ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Values-based investing
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