Tracy takes on VP role at Haverford Trust
The Haverford Trust Co., based in Radnor, Pa., recently named certified financial planner Bryan Tracy vice president and director of financial planning.
Tracy will work with Haverford Trust’s portfolio managers to help clients continue to reach their financial, estate and legacy planning goals.
Tracy brings with him extensive experience in sophisticated wealth and estate planning strategies and will be instrumental in helping Haverford Trust continue to meet its goals of preserving wealth, growing portfolios and reducing risk for high-net-worth individuals and families.
“At Haverford Trust, the leaders we hire and their unmatched ability to deliver superior service to our clients is what sets us apart from other wealth management companies,” said Joseph McLaughlin Jr., chairman and CEO of Haverford Trust. “We’re excited to bring someone with Bryan’s experience to our team and further enhance the relationships we have with our clients.”
Prior to Haverford Trust, Tracy worked at PNC Bank in several roles within its wealth management division, ultimately rising to vice president and wealth strategist.
Prior to joining PNC Bank, Tracy served as a loan syndications specialist at JP Morgan Chase in Wilmington, Del. and as a financial representative at Northwestern Mutual in Philadelphia, Pa.
“I’m honored and eager to embrace my new role at Haverford Trust,” said Tracy. “Haverford Trust is a company committed to the financial peace of mind of their clients. I plan to continue to build on Haverford Trust’s tremendous reputation in the wealth management industry.”
Tracy has served as a board member and programs chair for the Financial Planning Association of Maryland, and has been active since 2013. As a member of the FPA, he organized all member and Continuing Education activities.
Tracy received his bachelor’s degree in Economics from Brown University.
Haverford Trust Co. is a Radnor, Pa.-based private firm that provides portfolio management, trust and estate administration, banking services, financial planning and retirement plan services, and solutions for nonprofits.