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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Renee Harvey

Renee C. Harvey 
Vice President of Operations
renee@planningworks.biz

Renee Harvey has been with PlanningWork$ since its inception in 1999. As the Vice President of Operations, Renee implements key actions for the firm’s clients, including trades, transfers and other transactions. She participates in and develops “A+” client experiences and creates proposals, reviews and events.

Renee is known for her attention to detail and focus on client service. Renee works with clients and helps them implement recommended strategies and tactics designed to generate results. Her naturally supportive style, coupled with a strong work ethic, is part of the firm’s unique, individualized experience. Renee earned a Bachelors of Social Work from The University of Texas at Austin.

Renee and her husband, Steven, are proud parents to one son who is a red-headed fireball. They enjoy spending family time at the lake and cheering for the UT Longhorns. Renee is actively involved in The Junior League of Austin and has held several leadership positions. Staying in touch with her Chi Omega sisterhood, she supports the local alumnae chapter and serves as the UT - Iota Chapter of Chi Omega’s financial advisor.

 

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CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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