Hardee Investment Group - RBC Wealth Management - Houston, TX
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Hardee Investment Group
H. H. "Will" Hardee, AWM
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Heather Hardee-Gobert
Senior Financial Associate
Teena Rodgers
Senior Financial Associate
Kathy Hensarling
Client Associate
First City Tower
1001 Fannin, Suite 1200

Houston, TX 77002
Map & Directions

Phone: (713) 853-0879
Toll Free: (800) 838-0757
Fax: (713) 651-3366

In The Client's Best Interest

Welcome to the Hardee Investment Group Online
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Welcome, and Thank You for Visiting.
The Hardee Investment Group starts with you—your priorities, values, and concerns. From there we create a customized plan, with strategies and solutions to help you grow, protect and transfer your assets. It transcends investing- and encompasses your long-tern goals and needs, to help you live the lifestyle you desire. At the Hardee Investment Group, everything we do is In The Client's Best Interest.

If you are new to the Hardee Investment Group and RBC Wealth Management, we encourage you to learn more about the Strength You Can Trust


Will Hardee Named to Barron's and Financial Times Top Advisors Lists
In 2013, Will Hardee was named to the Financial Times' list of the top 400 Advisors in the U.S., was nominated to Barron's "Top 1000 Advisors in America" for four consecutive years and to Barron's "Top 1200 Advisors in America" in 2014. 


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2010, 2011, 2012, 2013

In 2014, the Barron’s Top 1200 Financial Advisors Award was based on information gathered regarding over 4000 financial advisors.  Of the financial advisors considered, 30% received this award.   For more information on this award, see the disclosure at the end of this document.

Tax Document Mailing Dates

With the new year upon us and thoughts turning toward tax season, you may be wondering when to expect your tax documents. Take a look at the chart below for an estimated mailing date, and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2015.


Tax Reporting DocumentEstimated Mailing Date
1099-R February 2, 2015
Fair Market Value Statements February 2, 2015
1099 Tax Information Summary February 17, 2015
Income Summary (FYI Statement) February 25, 2015
REMIC Tax Information Summary March 16, 2015
1042-S March 16, 2015
Revised Tax Information Summary (1099) March 17, 2015
5498 June 1, 2015

Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

GlobalInsight.jpgThe rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


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 713-853-0879.

Contact Us

The Barron’s Top 1200 Financial Advisors Award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. Once awarded, they may opt to purchase additional profile advertising space or related award promotional products. This survey is created, conducted and administered by Barron’s. This award does not evaluate the quality of services provided to clients. The financial advisor receiving this award may have had unfavorable ratings. This award and rating is not indicative of the financial advisor’s future performance.

H. H. "Will" Hardee is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, LA, MI, MN, MO, NC, NM, NY, OH, OR, PA, TN, TX, VA

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.

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