Ryan Haffey

About Ryan Haffey

I have been in the financial industry since 2002 and joined Merrill in 2011. My focus is to collaborate with clients to fully understand their values and principles so that I may assist them in making sound financial decisions with respect to all aspects of finance.My focus is built on the foundation of seeking to do what is best for clients. I strive to create trusting relationships with clients by listening, providing knowledgeable council, and creating informed options with respect to each of the client\'s financial and investment goals. My goal is to help clients toward successful outcomes in retirement.I am a graduate of Gannon University where I attended on a football scholarship and graduated with a B.S. in Business Administration. Before joining Merrill, I was a Vice President of Consumer Lending at HSBC Bank for 9 years. I currently hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc.Disclosures:*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

1. Wealth Management Advisor, First Vice President

   Merrill Lynch

   Aug 2011 — Present

   I collaborate with clients to fully understand their values and principles so that I can assist them in making informed financial decisions.

Education

• Gannon University

  Bachelor's Degree

  1995 — 1999