Andrew W. Halliday

Wealth Planner @Northwestern Mutual

Albany, NY, US
MOBILE NUMBERS
+15•••••••71

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WORK HISTORY

Aug 2022 — Present

Wealth Planner @Northwestern Mutual

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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

1987 — 1991

Colgate University

BA, English

N/A

Syracuse University College of Law

Doctor of Law - JD

1991 — 1994

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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Andrew W. Halliday — Email, Phone Number & Contact Info | Unifers