S. Hardy Taylor CIMA, MBA, CIMC

Chief Compliance Officer

Hardy is the Chief Compliance Officer and a Partner of Heritage Investment Group. He joined the firm five months after its inception in 1993. Hardy holds a bachelor’s degree from Washington College and an MBA from Florida Atlantic University. Hardy is a Certified Investment Management Analyst (CIMA) as well as a Certified Investment Management Consultant (CIMC). Hardy is also a member of the Investment Management Consultants Association (IMCA) and a former 15-year member of the Rotary Club of Pompano Beach. Hardy’s primary duties include client servicing, asset allocation strategies and SEC and state regulatory compliance. Hardy and his wife, Heide, reside in Boca Raton with their two children. Hardy enjoys boating and fishing.

Download vCard