Character

Barry Haffner is Managing Director in the UBS Wealth Management division who helps successful executives, retirees, and business owners ensure that they build a successful holistic financial plan designed to help provide for a comfortable retirement and invest for future generations. Barry believes that most investors can benefit from building a dependable plan that fits their needs and style while making minor adjustments over time.

Credentials

Barry has over 30 years of experience helping clients with comprehensive and objective financial planning and investment management solutions. Barry takes a client focused approach to retirement planning and wealth management.

Barry's clients have entrusted him with more than ½ billion dollars of their wealth. This demonstrates their confidence in his integrity and the quality of the guidance he provides to each individual client.

Barry holds a Bachelor of Science degree in Business Management from the University of Maryland.  Barry has been recognized by Barron's as one of the top 1,000 Financial Advisors in the U.S. for the 5^th consecutive year as well as one of the Top 400 advisors in the Financial Times for 2014.  Barry will also be featured in the April 2016 Washingtonian. 

Personal Background

Barry is originally from Pittsburgh, PA and now lives in Potomac, MD with his wife, Dani, and two kids, Ilyssa and Alex. When Barry is not working with his clients, he spends time with his family and walking his Havanese, Charlie. Also, he and Dani are actively involved in the Make-A-Wish Foundation charity in Bethesda, MD. Barry sits on the House Committee at Lakewood Country Club and is an active member of B'nai Tzedek for over 25 years.

What we do

Asking pertinent questions from years of experience to learn about our clients, and what is most important to them.

We actively listen and provide guidance to our clients about their current financial situation, and if appropriate, suggest alternative strategies that may be more suitable.

Philosophy

We recognize that emotions have a powerful impact on investment decisions, and as such, we strive to educate our clients through this process. For nearly 30 years, we have experienced several different market cycles and over time, we have kept a disciplined approach for our long term investors.

• Putting clients first earned Barry the distinction of being named to Barron’s “2010 Top 1,000” Financial Advisors in America list.

• BS, Marketing, University of Maryland

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Variable Life and Annuity Insurance Licensed: AZ, DC, FL, ID, MD, MI, SC, TX & VA

• B'Nai Tzedek , Potomac, Maryland
• University of Maryland Alumni Association
• Happily married with two children
• Enjoys golf, working out, dogs and family

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WV, WY