Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management, bringing four years of experience in the financial industry. In his role, Dylan focuses on delivering clarity, confidence, and individualized financial plans tailored to each client's unique goals. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and tax minimization.
Dylan earned a Bachelor's Degree from The Ohio State University and holds a Master of Business Administration (MBA) from Ashland University. He has also attained the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Dylan works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial objectives, providing ongoing advice and guidance as their needs evolve.
Outside of his professional work, Dylan enjoys a variety of personal interests including basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2021 - Present (5 years)
Morgan Stanley
2018 - 2021 (3 years)
Solomon Page
2018 - 2019 (1 year)
SB Nation
2016 - 2018 (2 years)
Dairy Queen
2007 - 2016 (9 years)
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