RONALD J. HARVEY is President and CEO of Harvey & Companies, Inc. a Registered Investment Advisor. Ron is a graduate of Ball State University (B.A.) and Indiana University School of Law. After engaging in the private practice of law for five years Ron joined the legal department of McCready & Keene, Inc., an actuarial firm in Indianapolis for three years. He was then hired as a legal consultant with Engler, Zoglin, Schechter and Mann in Chicago. Three years later he joined Abraham, Axelrod, Fraidstern & Moss in Ft. Lauderdale where he set up and ran their west coast office.
In 1986 Ron set up Harvey and Companies, Inc. which is now one of the oldest continuously owned third party administration firms in the Tampa Bay area. As President of the company, Harvey and Companies, Inc. specializes in the design and administration of qualified retirement plans, i.e., Pension Plans, Profit Sharing Plan and 401(k) plans. He recently set up a Cash Balance Profit Sharing (401(k) combination of plans for a Sports Medicine Practice in San Diego, CA. Several years ago Ron decided to set up the firm as a Registered Investment Advisor to serve the investment needs of his corporate plan sponsors.
Ron is a well known speaker in the State of Florida and a coach to investors nationwide. His “Investor Education Series” of seminars have helped pre-retirees and retirees avoid some of the most common financial mistakes. Ron and his wife of 32 years, Luisa V. Harvey have lived in St. Petersburg, since 1980. They are both active in the St. Petersburg community and contribute their time and talents to civic and charitable organizations.
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