J. Stephen Hardy
Managing Director - Investments
20180116
J. Stephen Hardy
With more than 35 years of experience in helping investors, Steve Hardy has keen insight into building effective professional relationships. He understands each client's need for investment advice and the corresponding level of service, working hard to construct investment portfolios that reflect his clients' unique investment goals and risk tolerance.
Steve has spent his entire career at Wells Fargo Advisors and its predecessors, where he began first as a margin technician. He became a Financial Advisor in 1982 and was selected to Outstanding Young Men in America in 1984, which recognizes excellence in business. In 1990, Steve later served as the Branch Manager of the firm's Tyler office for eight years before choosing to devote full-time attention to his clients and family. During that time, he was named the firm's Branch Manager of the Year in 1991 and his branch was named Office of the Year in 1992 . Steve has also been selected as a member of the firm's Premier Advisor from 1998-2017. He holds his General Securities and Investment Advisory Representative Registrations, and is licensed in Life and Health Insurance.
A graduate of Southern Methodist University, Steve holds a bachelor's degree in Business Administration. He also enjoys being active in his surrounding community, having served as past president of the North Dallas/Park Cities Kiwanis Club, a Vestry Board Member and Endowment Fund Chairman of Christ Episcopal Church, chairman of the Endowment Fund at All Saints Episcopal School, and as a member of the advisory board of the University of Texas at Tyler Cowan Center for the Performing Arts. Steve and his wife, Kathleen, have been married since 1984 and have three grown children. He loves snow skiing, hunting, and being involved in lakeside activities with his family.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Tom M. Davis
Associate Vice President - Investments
Tom Davis
Since 2004, Tom Davis has worked in wealth management as a Financial Advisor in Dallas, Texas, where he has successfully navigated people in retirement planning throughout the country. However, an East Texan at heart, Tom decided to move his family and practice to Tyler in 2011 to help people in the community with their financial needs at the Hardy Wealth Management Group. He is passionate in helping people achieve their financial goals, and specializes in investment planning and maximizing opportunity for clients to preserve and grow their wealth.
Tom is enthusiastic about helping others in the community obtain financial success, which is reflected in his consistent oversight to inform clients of their financial progress. He provides clients with viable solutions for all stages of their investment plans, walking through a customized process tailored to each individual goal. In his multi-step method, Tom creates the vision for the investments and retirement income in a tax efficient manner, works closely with outside estate planning and tax specialists, and provides a comprehensive wealth planning approach suitable for the conscientious retiree.
Tom is a proud graduate of the University of Texas at Austin, where he received a Bachelor of Arts in Economics and completed the Business Economics Program. He holds General Securities and Investment Advisory Representative Registrations, and is licensed in Life and Health Insurance.
Tom and his wife, Jennifer, are both from East Texas and have three children. He is an active member of Marvin United Methodist Church, where he and his wife were married. Tom is past president of Tyler Smith County Texas Exes Chapter, an Eagle Scout and enjoys spending time with his family, hunting, fishing, golfing and reveling in the great outdoors.
Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Bonny Christian
Senior Client Associate
Bonny Christian is usually the first voice clients hear when they contact the Hardy Wealth Management Group of Wells Fargo Advisors. Her daily interaction with clients -- along with her administrative support and ability to resolve client inquiries -- makes her a vital part of the team.
Before joining Wells Fargo Advisors in 1998, Bonny worked in a variety of accounting and office manager roles for such firms as Dearborn Brass/Moen, Howard Schultz Auditors, and Computerland. Bonny has completed a Bachelor's Degree in Business Management with Project Management Certification from the University of Phoenix. She is active in her local church, where she is a member of Women on Missions, a nursery worker, and a contributing member of multiple working committees. In addition, Bonny and her husband, Allen, are active in their local school district as avid sports fans. She has been married since 1981, and has two grown children and wonderful grandchildren.
Lyndy Frost
Client Associate
Dedicated to providing personalized service to clients, Lyndy is responsible for data management, processing deposits and maintaining client communication for the Hardy Wealth Management Group of Wells Fargo Advisors. In addition, she assists the group in the compilation of analytical portfolio data for client consultations and long term investment plans. Lyndy is also responsible in assisting the team in educational presentations, ranging from sending invitations to choosing locations and preparing materials for presentation. Her organizational abilities and attention to detail complement the team's consistent focus on helping to better educate and serve clients.
A graduate of Baylor University, Lyndy earned her degree in education. After teaching fifth grade in Plano, Texas and Lubbock, Texas, she decided to stay home with her three children and work part-time for a local promotional company in sales. She joined Wells Fargo Advisors in 2013.
Lyndy and her husband, David, have been married since 1992 and enjoy running, hiking and attending their children's many activities. They are also active in their local church and schools. Lyndy is also very involved in her community, serving as a sustainer of the Junior League of Tyler, a member of the Women's Symphony League, and as a volunteer with numerous organizations.