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Bryant H

Series 63, Series 65

Pascagoula, MS

Wells Fargo Clearing

Bryant Harvey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Cetera Investment Services in various roles since 2012. Outside of his advisory work, he is a joint owner of an educational learning and intervention business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
Warmer team member

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