Tommy Doyle

Tommy Doyle, Partner, joined Harvie Wealth Management Group in June 2018 and manages the practice’s data-driven investment process. Tommy’s collaborative approach seeks to educate clients and provide transparency through all aspects of the financial relationship. He believes these processes paired with behavioral coaching and wealth planning are keys to financial well-being. He advises individuals, families, trusts, and corporations throughout their wealth accumulation, preservation planning, and next generation journeys. Tommy previously worked in NASDAQ’s Global Information Services (GIS) division on the Index Research & Product Development team. Tommy learned the art of Point & Figure Charting and Relative Strength from Wall St. great Tom Dorsey. Mr. Dorsey sold his firm, Dorsey Wright & Associates, to NASDAQ in 2015 for $225MM. Tommy became Mr. Dorsey’s right-hand-man who had assets under advisement upwards of $12 Billion at the time of sale. While in college, Tommy served as the President & CEO of the Captains’ Educational Enrichment (CEE) Fund, a 501(c)(3) nonprofit investment fund, which donates its profits to fellow students in need of financial aid. He received his Bachelors of Science in Business Administration with a concentration in Finance from Christopher Newport University. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, and WV only. Please contact me by e-mail tommy@harviewmg.com or by phone (804)-362-6803. I cannot respond to messages through LinkedIn InMail. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social