Broker Check
 Brock Hively, CFP®, CPFA®, AIF®

Brock Hively, CFP®, CPFA®, AIF®

Partner | Financial Advisor

Brock began his career with Morgan Stanley Dean Witter in 1998. He is a Certified Financial Planner™ professional, holding Series 7, 9, 10, 31 and 66 licenses through LPL Financial, as well as Life and Health Insurance licenses. Brock is also an Accredited Investment Fiduciary® (AIF®) from the Center for Fiduciary Studies and a Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisor. The breadth of Brock’s experience and knowledge helps him better serve his clients, and he enjoys developing strategies for investors in every stage of their wealth cycle.

Brock’s specific areas of focus include comprehensive wealth management, investment research and asset allocation. He also works with the firm’s corporate clients to offer education and consultation related to employer-sponsored retirement accounts. A York native, Brock is a graduate of York College of Pennsylvania and currently lives with his wife, Tamara, in Millsboro, Delaware. His son, Derek, is a graduate of LIU Post and is pursuing a career in performing arts and musical theater. Brock is a current member and past President of the Executive Referral Network (ERN) In his free time, Brock enjoys golfing, fishing, spending time with family and friends at the beach.