RADNOR, PA – AUGUST 9, 2018 – The Haverford Trust Company, a private firm providing portfolio management, trust and estate administration, banking services, financial planning, solutions for nonprofits, and retirement plan services, recently introduced Bryan Tracy, Certified Financial Planner™ as Vice President and Director of Financial Planning. Tracy joins Haverford with extensive experience in the wealth management industry, specifically in sophisticated wealth and estate planning strategies for high-net-worth individuals. In his new role, Tracy will work with Haverford’s Portfolio Managers to help the firm’s clients meet their financial, estate, and legacy planning goals, continuing Haverford’s goals of preserving wealth, growing portfolios, and reducing risk for its clients.
“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 J. 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.”
Tracy most recently worked at PNC Bank, operating in several roles within the wealth management division, rising to Vice President & 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 stated.
Tracy served as a Board Member and Programs Chair for the Financial Planning Association (FPA) 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.