Harlan Storey

Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management

Harlan is a Senior Wealth Advisor and Team Leader in MAI’s North Canton, Ohio office. He joined MAI in 2021 following the acquisition of his firm, Storey & Associates. Harlan has more than 30 years of experience providing financial counsel to individuals, families, and small businesses. He began his career as an estate planning attorney who also provided tax services and now advises corporate executives, medical professionals, small business owners, and retirees.

Location

Cleveland, United States

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MAI Capital Management

Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more


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Employees

51-200

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