McKay Hardy
Team Financial Advisor @Merrill Lynch
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WORK HISTORY
Team Financial Advisor @Merrill Lynch
Newport Beach, CA, US
EDUCATION
Utah Valley University
Personal Financial Planning, Private Wealth Management
ABOUT MCKAY HARDY
I\'m currently majoring in Personal Financial Planning at Utah Valley University. Previously, I interned at Morgan Stanley, where I collaborated with high net worth clients on portfolio strategies and business generating tactics. Additionally, I worked at EP Wealth Advisors as a financial planning intern, contributing to personalized financial plans, utilizing software like eMoney, and supporting wealth advisors in client wealth management. I\'m concurrently pursuing my CFP certification while completing my bachelor\'s degree. In my leisure time, you\'ll often find me on the golf course or engaging in any competitive activity.
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