Advisor at Merrill
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Frederick L. Haas is a Wealth Management Advisor at Merrill Lynch Wealth Management and a managing director with the Thompson - Haas Group. Since joining Merrill in 2014, Fred has focused on organizing the financial lives of families and businesses, particularly serving health care professionals, business owners, and retirees. His expertise includes family wealth management strategies, personal retirement planning, and small business strategies, supported by comprehensive financial planning, investment management, trust and estate planning, loan management, and generational support services.
Fred holds multiple professional credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), and Certified Private Wealth Advisor® (CPWA). He earned his bachelor's degree from the University of Kentucky. Dedicated to ongoing professional development, Fred uses his knowledge to educate clients and help them make sound financial decisions tailored to their unique needs.
Residing in Greensburg, Pennsylvania, Fred lives with his wife, Natalie, and their two children. He is actively involved in his community as the current president of the board of directors for Big Brothers Big Sisters of the Laurel Region, where he also serves as a Big Brother. In his personal time, Fred enjoys running, golfing, hiking, and spending time with his family.
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
ChFC®, Series 63, Series 66
Greensburg, PA
Edward Jones
CFP®, Series 66
Greensburg, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 63, Series 66
Monroeville, PA
Edward Jones
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Series 66
Greensburg, PA
Merrill
Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.
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