S. Hardy Taylor CIMA®, MBA, CIMC®
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 Investments and Wealth Institute® (formerly IMCA®) and a former 15-year member of the Rotary Club of Pompano Beach. Hardy’s primary duties include SEC and state regulatory compliance; additional responsibilities include oversight of the firm’s asset allocation strategies and client servicing. Hardy and his wife, Heide, reside in Boca Raton along with their two children. Hardy enjoys boating and fishing.