In 2005, I joined Edward Jones as a financial advisor, opening the firm’s fourth branch office in Johnson City.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a diverse group of clients with wide-ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer and with medical professionals for whom I create strategies to help with asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their goals.
I graduated magna cum laude from Milligan College in 2005 with a Bachelor of Science degree and a Master of Science degree from the College for Financial Planning in 2012. In addition, I received the professional designations of CFP®, CLU® and AAMS®.
I was lucky enough to marry my best friend in 1999. We met at the Police Academy while I was a police K9 officer and a member of the SWAT team at a local municipality. Together, Kim and I have one daughter who is studying at Milligan University. Other than my time in the U.S. Army as an infantry paratrooper in the 82nd Airborne Division, I have lived in the community since 1984.
My senior branch office administrator, Lisa Hanselman, has been with me since 2006 and is dedicated to providing the highest level of service possible. Lisa supports the community by volunteering with the Washington County - Johnson City Animal Shelter and the Tri Cities Alzheimer's Association.
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Wealth Strategies
- Estate & Legacy Strategies
- Domestic Partner Finances
My Personal Interests
Phone NumberRichard M Haney at (423) 926-5943
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