haley schwartz

haley schwartz

senior wealth advisor

About

As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

Country

united states

City

lancaster

Industry

financial services

Skill

investments, asset management, finance, retirement, customer service, financial analysis, insurance, financial services, retirement planning, securities, financial planning, mutual funds

Experience

rkl wealth management llc

senior wealth advisor

rkl wealth management llc

2017-7 - Present · 9 yrs 3 mos
prudential financial

financial advisor

prudential financial

2011-12 - 2017-6 · 5 yrs 7 mos

For 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world's largest financial services institutions. We have over $1 trillion of assets under management as of June 30, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of December 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work.

Education

penn state university

penn state university

management

the american college of financial services

the american college of financial services

A RICP® can work with clients to help: * Build a comprehensive retirement income plan that addresses income needs and other financial goals. * Choose the optimal retirement age. * Plan for the risks faced in retirement like the uncertainties of life expectancy, inflation, health status, and investment climate. * Make client specific decisions about how to generate income from retirement assets. * Make claiming decisions that maximize Social Security benefits. * Plan for the consequences of frailty later in life including long-term care needs, and other needs due to physical and mental decline. * Consider ways to improve a plan through taking advantage of tax savings plans and other tax considerations.

penn state university

penn state university

business management

2007-1 - 2011-1 · 4 yrs 1 mo

Bachelor's degree, Business Management at Penn State University

haley schwartz's Contact Information

Email

******@***.com

Phone

(**) *** ****

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