Ed Haller
Wealth Management Advisor at Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Ed Haller
Ed Haller is a Wealth Management Advisor with Northwestern Mutual with over 20 years of…
Experience
Wealth Management Advisor
Jun 2001 — Present · Pittsburgh, PA, US
Ed Haller is able to bring over two decades of planning experience to clients in various modes that meets them where they are in the planning cycle. An initial discovery meeting tends to lead down one of two paths: 1. A tactical engagement that will focus on immediate needs such as assets to be managed or insurance products to be secured. A fee for advice model where the deliverable will be a written plan and compensation is not based on assets under management or products placed.
Education
Washington & Jefferson College
Bachelor of Arts (B.A.), Business Administration and Management, General
1997 — 2001
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