Financial Advisor
Current
Oct 2021 - Present
AeroLeads people directory · profile
Andrew Haff, Cfp® Email & Phone Number
Financial Advisor at Armstrong Advisory Group
at
Armstrong Advisory Group
1 work email found
@armstrongadvisory.com
1 phone found area 203
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Armstrong Advisory Group
Location
Boston, Massachusetts, United States
Who is Andrew Haff, Cfp®? Overview
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Quick answer
Andrew Haff, Cfp® is listed as Financial Advisor at Armstrong Advisory Group at Armstrong Advisory Group, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at armstrongadvisory.com, phone signal with area code 203, and a matched LinkedIn profile for Andrew Haff, Cfp®.
Andrew Haff, Cfp® previously worked as Financial Advisor at Armstrong Advisory Group and Senior Internal Wholesaler at Jackson National. Andrew Haff, Cfp® holds Bachelor Of Arts (B.A.), Economics from Lafayette College.
Company email context
Email format at Armstrong Advisory Group
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*@armstrongadvisory.com
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AeroLeads found 1 current-domain work email signal for Andrew Haff, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Andrew Haff, Cfp®
Hello, I am Andrew!With a track record as a customer-focused, self-motivated and versatile CFP® professional, I have over four years of experience in developing customized financial strategies based on a clients goals and objectives. I am proficient at leading several key facets of wealth management, such as retirement planning, insurance, trust and estate planning, account opening and maintenance of customer accounts, and resolving inefficiencies in job processes.My key strengths include ability to build relationships and trust, deliver outstanding customer service, construct and follow meticulous process oriented approaches, collaborate in a team environment, time management, growth mindset, reliability and accountability, commitment to results, continuous learner, technology savvy, and rational attitude towards solving complex issues.I employ analytical, leadership, and organizational skills in assessing and mitigating customer issues, designing and executing innovative effective procedures, and leading effective plans to deliver quality client services. I establish and strengthen internal and external relationships across functions to drive cohesive, strategic operations. I excel at working under pressure to complete multiple tasks within designed deadlines in a fast-paced environment, as well as maintaining the accuracy of CRM software andclient database.I am instrumental in delivering a unique blend of business and technology acumen, the key to consistently optimizing business processes, improving operational efficiency. While others take pride in meeting all standards set before them, my passion is delivering service that goes beyond organizational expectations and creating a win-win scenario for everyone involved!Please feel free to contact me via email with any thoughts, comments, or questions about my work I’m always interested in making new professional acquaintances.
Listed skills include Microsoft Word, Powerpoint, Research, Microsoft Office, and 9 others.
Current workplace
Andrew Haff, Cfp®'s current company
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5 roles
Andrew Haff, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Internal Wholesaler
Jackson National
I steered end-to-end operations related to broker-dealer channels across North Georgia and Central FL territories to maximize revenue growth in annuity sales. I established and cultivated strong partnerships with external wholesalers and financial advisors to meet a sales quota. I delivered exceptional customer service by responding to customers' queries and concerns and demonstrating exceptional product knowledge to attain a high satisfaction rate and accelerate business growth. I led several keyfacets of wealth management, such as retirement planning, insurance, trust and estate planning to meet set objectives. I assisted with meeting preparation for external partner and financial advisor and oversaw the account opening and administration of client accounts.• Promoted through progressive roles to “Level III Internal Wholesaler” andachieved Internal Wholesaler of the Quarter in Q3 2019 due to exemplaryperformance.• Employed sharp communication and sales skills, and won 10 “Smackdowns”,monthly presentation competitions in front of senior management.• Expedited quarterly conversion rates of prospects to active producers by200% through restructuring of territories prospecting system using MicrosoftExcel and Salesforce.• Strategically planned and tactically implemented successful efforts andenhanced territory market share by 181% (22% to 40%) from 2016-2018 inFlorida and 182% (28% to 51%) from 2018-2020 in Georgia.• Identified, cultivated, and maintained business development opportunitieswithin the assigned market segment in collaboration with team members.
Apr 2016 - Dec 2020
Internship Program
Was an intern at Jackson National as a member of their Career Development Program. During the 3 month program I obtained my Series 6, series 63 and state insurance license. Upon completion of the program I obtained full time employment as an internal wholesaler at Jackson National.
Jan 2016 - Apr 2016
Student
Sep 2011 - May 2015
Intern
During this tenure, I executed research on the health of "Massachusetts" defined benefit pension plan. I assessed potential stocks for the firm's portfolio in collaboration with the investment team and presented findings regarding potential investments for the firm's portfolio to meet set objectives.
Jun 2014 - Aug 2014
2 education records
Andrew Haff, Cfp® education
Bachelor Of Arts (B.A.), Economics
Lafayette College
Education record
Daniel Hand High School
FAQ
Frequently asked questions about Andrew Haff, Cfp®
Quick answers generated from the profile data available on this page.
What company does Andrew Haff, Cfp® work for?
Andrew Haff, Cfp® works for Armstrong Advisory Group.
What is Andrew Haff, Cfp®'s role at Armstrong Advisory Group?
Andrew Haff, Cfp® is listed as Financial Advisor at Armstrong Advisory Group at Armstrong Advisory Group.
What is Andrew Haff, Cfp®'s email address?
AeroLeads has found 1 work email signal at @armstrongadvisory.com for Andrew Haff, Cfp® at Armstrong Advisory Group.
What is Andrew Haff, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 203 for Andrew Haff, Cfp® at Armstrong Advisory Group.
Where is Andrew Haff, Cfp® based?
Andrew Haff, Cfp® is based in Boston, Massachusetts, United States while working with Armstrong Advisory Group.
What companies has Andrew Haff, Cfp® worked for?
Andrew Haff, Cfp® has worked for Armstrong Advisory Group, Jackson National, Jackson, and Lafayette College.
How can I contact Andrew Haff, Cfp®?
You can use AeroLeads to view verified contact signals for Andrew Haff, Cfp® at Armstrong Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Andrew Haff, Cfp® attend?
Andrew Haff, Cfp® holds Bachelor Of Arts (B.A.), Economics from Lafayette College.
What skills is Andrew Haff, Cfp® known for?
Andrew Haff, Cfp® is listed with skills including Microsoft Word, Powerpoint, Research, Microsoft Office, Teamwork, Social Media, Data Analysis, and Event Planning.
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