Andrew W. Halliday
Wealth Planner @Northwestern Mutual
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WORK HISTORY
Wealth Planner @Northwestern Mutual
NY, US
Advise successful families in the Atlantic coast region on wealth accumulation, preservation, and tax-efficient transfer strategies.• Utilize planning approach to understand long-term objectives and implement sophisticated wealth management strategies.• Collaborate with clients and other members of their financial team to achieve financial goals and ensure financial security for future generations.
EDUCATION
Colgate University
BA, English
Syracuse University College of Law
Doctor of Law - JD
Syracuse University College of Law
JD, Law
ABOUT ANDREW W. HALLIDAY
With over 27 years in the finance sector, I am currently applying my expertise in wealth…
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