Hardee Investment Group - RBC Wealth Management

Will Hardee, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus, Corporate & Executive Services

Professional qualifications

Will began his career in Houston, Texas as a credit analyst at Houston’s Citizen Bank & Trust. During his lunch breaks, he was often found reading about publicly traded companies or researching rare coins and precious metals. Will has a robust roster of experience beginning in 1977 as a senior vice president with Rotan Mosle/UBS PaineWebber. He worked at Kidder Peabody from 1991–1994 and is now with RBC Wealth Management.

Will’s Accredited Wealth Manager designation is offered in conjunction with the Esperti Peterson Institute at Michigan State University. AWM certification holders have demonstrated a commitment to their trade by attending continuing education on subjects related to broad financial planning and family wealth transfer issues. Additionally, Will passed the SIE, Series 7, 63 and 65 exams and is insurance licensed.

Personal

As a native Texan, it is natural Will has made his home in Houston for almost 50 years, with his wife, Lena, who is also a native Texan. They have two grown children, Billy and Heather, a wonderful daughter-in-law, Allison, equally terrific son-in-law, James, and the most amazing granddaughter, Ellie. Will serves on the Board of Directors for Port Bay Wetlands LLC, a private mitigation bank, and the Board of Directors for the Tri-Cities chapter of the National Association of Corporate Directors (NACD). He is a former board of directors member for Harvest Natural Resources, the Bank of Almeda and Gamma Biologicals. Will is also a former limited partner and advisory director of the Houston Rockets of the National Basketball Association. He serves as chairman of the school board for Southminster Presbyterian School and an elder for Southminster Church in Missouri City

Heather Hardee

Financial Advisor

713-853-0854

Email |

Professional qualifications

Heather has worked for the Hardee Investment Group since 2007. She began her career as primary backup support for the team’s administration and operations, which provided a solid foundation of the inner mechanics of a client-centric team. She transitioned into an advisory role upon the completion of RBC Wealth Management’s Associate Financial Advisor program in 2010 and now is one of the primary relationship managers for our client base and is responsible for conducting client meetings and reviews.

Heather is passionate about working with family matriarchs, divorcees and widows and multi-generational families. She balances thoughtful financial guidance with a high level of care and concern for each of her clients. Heather specializes in the development of WealthPlans and helps clients with asset protection and tax-considerate legacy transfer through life insurance and long-term care opportunities.

Heather earned her Bachelor of Business Administration degree in finance from Sam Houston State University, as well as a Master of Science degree in hospitality management from the Conrad N. Hilton College, University of Houston. She passed the Series 7 and 66 exams and is insurance licensed.

Personal

While not a native Texan (the only one on the team) Heather got here as soon as she could and has called Houston her home for almost 40 years. She and her husband, James, live in Sienna with her daughter, Ellie. Heather is highly active in her church community serving within the children’s ministry as a children’s church team member. She has previously served as a deacon and looks forward to the opportunity again. When not working, Heather enjoys cooking and spending time with her family and friends, and has a passion for planning and executing elaborately themed parties.

In the client's best interest

Our promise to you

Whether you’re a new client or have been with us for years, we take the time to assess your unique situation, goals, attitude toward risk and time horizon. Through the years, those will inevitably change, but using your customized RBC WealthPlan, we can build a solid financial foundation, so when life changes, we can help you pivot as needed. We are committed to delivering world-class wealth management, collaborating with your other trusted professionals, and seeing that everything we do is in your best interest.

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

<p>RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact us today to review which insurance options are appropriate for you and your family.

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world. Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart.

Download RBC Wealth Management's charitable giving wealth insights report

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets. Call us today at 713-853-0854.

Meet the team

Learn more about the Hardee Investment Group.

About RBC Wealth Management

For nearly a century, RBC Wealth Management’s expertise and resources have delivered financial solutions for individuals and institutions alike. Our affiliation and access to RBC’s worldwide network of expertise and products is an integral part of why Hardee clients may achieve lasting results.

Learn more about RBC.

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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