Vice President of Financial Planning and Retirement Services
Harvey Maclin is the Vice President of Financial Planning and Retirement Services with Commonwealth of Atlanta located in Sandy Springs. He has over 9 years of experience in the financial services and investment industry. Harvey works with a vast array of clients on various topics of Financial Advice and Wealth Management. Harvey has been selected to speak at several conferences, seminars, and classes on financial literacy, goals, planning and wealth building tips. Some of those events include the following: Grow Smart Initiative with the Small Business Development Center of Georgia State and University of Georgia, National Association of Professional Women, NABA, and Smart Money 101 classes hosted by Mental Dialogue. Harvey has been awarded numerous times for his contributions to the community on Financial Literacy and from his organization Strategic Alliance Atlanta which has 160 members that meet monthly to form business relationships that refer business to one another, create strategic partnerships on joint ventures, and create business ideas to launch or sustain new opportunities. Harvey has an MBA designation, recognizing his commitment to education and service excellence.
As a Financial Advisor, Harvey assists all types of clients with their financial planning, financial advice and investment needs. Harvey has specialized expertise working with newlyweds, married couples, college graduates, executives, medical professionals and business owners. Harvey is responsible for meeting with clients, researching client issues, preparing and presenting financial plans and updates on all financial related topics. His areas of concentration include investment management, company 401k options, insurance analysis, wealth management, financial advice, education planning and pre- and post-retirement distribution planning.
Mr. Maclin graduated from Howard University with a Bachelor of Business Administration in Accounting and a Master’s degree in Business. Harvey volunteers with the Howard Alumni Association. He has been a resident in Atlanta since 2009, Harvey and his family share a passion for southern cuisine, football and international travel.
Mr. Maclin is a Financial Advisor that holds his FINRA Series 7, Series 66, Life/Health, and Variable Life Insurance licenses. Harvey is a Financial Advisor that believes in transparency and making sure client goals always come first in advice.
“Together, my clients and I work as a team -- helping them stay on track with their long-term goals and objectives” Harvey Maclin
- budgeting, reducing debt
- growing your wealth
- retirement and benefit plans
- paying for college
- marriage, growing family
- financial advice
Registered Representative and Investment Adviser Representative of Equity Services, Inc. Licensed to sell securities and insurance in GA.