Vice President, Co-Founder
CLTC, CFS, CFBS, CIS, LACP
As a Vice President and co-founder of the Haney Company, Brian brings in-depth strength in strategic Asset management, insurance, and financial planning. He also brings significant depth and capacity to the company adding his for-profit, small business, and Family practice to the firm. The marriage between his father’s association/non-profit expertise and his private industry background give the Haney Company a substantial edge in the marketplace.
With more than a decade of experience in Banking, Investments, Asset management and insurance, Brian’s expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals.
Brian is active in the industry and has received much recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier in 2006, the West Financial Group New Agent of the year in 2008, MassMutual Life Insurance Company Rising Leader 2009, 2010, 2011, MassMutual Life Insurance Company Leaders Qualifier 2009, 2010, 2011, 2013, MDRT Qualifier 2009, 2010, 2011, 2012, 2013, 2014 and a NAIFA National Quality Award recipient in 2013, 2014. He is an active Board member of NAIFA & the CAGLCC.
Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and formerly a Licensed Banker at Wachovia bank where he began his career. Brian resides in Silver Spring, Maryland with his wife and daughter. He is a 2002 Graduate of Indiana University.
Brian Haney is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Check the background of this investment professional on FINRA’s BrokerCheck
“Brian always has my best interest in mind. He presents a range of intelligent solutions for my consideration and is most proactive. The peace of mind I have knowing Brian views my needs as his priority is invaluable.”
“I have had the distinct pleasure of working with Brian with a number of my clients as well as with my own firm, offering retirement benefits, insurance analysis and evaluation, and other needs personally and professionally. I am honored to refer colleagues to him knowing they will be handled with the utmost of professionalism.”
John Caldwell, CPA, CMCA, CFE, MST, CGMA,
Managing Partner, Malvin, Riggins & Company