David Harvan, CPFA®, CFP®, AEP®
Email: dharvan@rockco.com
Phone: 561-363-5840
David Harvan is a Private Advisor and Managing Director at Harvan McKenzie Wealth Partners within the Rockefeller Global Family Office. David began his professional career as a practicing tax and estate planning attorney in Florida. He began his career in financial services in 1999 and spent 24 years with Merrill Lynch Wealth Management in Jupiter, FL. In October 2023, David and the team moved to Rockefeller Capital Management in Palm Beach Gardens, FL.
David co-leads a group of highly credentialed and experienced individuals who have been privileged to provide advice and guidance to multiple generations of families dating back decades. The team focuses on the creation of strategies for high-net-worth individuals, families, and small to mid-size businesses that are designed to help them pursue their short- and long-term financial goals, including retirement and estate planning services. David’s approach to wealth management is consultative, objective and committed to long-term performance and service excellence. He listens to and interprets your ideas about your financial situation, preferences and goals, and then uses the vast resources of Rockefeller to help you explore a wide range of possible strategies. David and the team are thoughtful and strategic with available resources consistent with the Rockefeller mission and legacy.
David was named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Harvan McKenzie Team. David is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., an ACCREDITED ESTATE PLANNER™ Designee, a designation of the National Association of Estate Planners and Councils and a CERTIFIED PLAN FIDUCIARY ADVISOR™ designee, a designation of the National Association of Plan Advisors.
David obtained his Bachelor of Accountancy from The George Washington University, his Juris Doctor from St. Thomas University College of Law and his Master of Laws in Taxation with a Certificate of Concentration in International Tax Law from the University of Miami School of Law Graduate Program in Taxation. David is a member of the St Thomas University College of Law Board of Advisors, the Palm Beach County Bar Association, North County Section, the Palm Beach Tax Institute, and is a member of the Florida Bar. David is a member and the past President of Palm Beach County Estate Planning Council.
The Forbes Best-in-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.