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Harvey G. Allison CLU, ChFC, CFP Harvey came to New York Life in February of 2004 as a fee based financial planner. He joined the management team as a partner in January 2005. Since joining New York Life he has been a qualifying member of the Million Dollar Round Table and Executive Council. As a first year partner he earned the Gathering of Eagles award. After graduating from North Carolina State University Harvey started an Agri-Business and began serving as a board member for a local insurance company. He was later elected as president of the county board of directors and went on to further serve as a state board of director. Harvey then decided to pursue a full time career in the insurance and financial services industry. In order to better serve and advise his clients he studied for and earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the Certified Financial PlannerTM (CFP) designations. Throughout his career he as won many honors and awards and has been a multiple qualifier for the Million Dollar Round Table. Harvey is married with three children and resides in Weddington, NC.


Microsoft Word - Bio for Harvey G.doc

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Microsoft Word - Bio for Harvey G.doc