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Washington D.C.
Wednesday, October 5, 2022
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Brian Haney

Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father in 2013, combining 2 generations of industry experience. 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. It felt a lot like "getting the band back together" when they merged practices since both Brian and his brother Scott were paperboys with their father growing up! ​ Brian is active in the industry and has received much recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier 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, 2016, MDRT Qualifier every year since 2009, MDRT Court of Table Qualifier every year since 2014, and a Top of the Table Qualifier every year since 2016. Brian is also a NAIFA National Quality Award recipient each year since 2013. Brian was also named one of NAIFA’s prestigious 4 Under 40 in 2017, as well as their Diversity Champion in 2018, and NAIFA's YAT Leader of the Year in 2021. Brian was honored to be one NAILBA's ID 20 winners and one of the Washington Business Journal's 2019 40 UNDER 40 winners. Brian was recognized by ThinkAdviser as a 2021 Luminary Awardee for Diversity and Inclusion. He was also Finance Monthly's Insurance & Retirement Services Leader of the year for North America in 2021. He is an active Board member of NAIFA Greater Washington, and an active MDRT volunteer leader. ​ Brian’s professional designations include: • Certified Funds Specialist (CFS®) • Certified Income Specialist (CIS®) • Certified in Long Term Care (CLTC®) • Certified Family Business Specialist (CFBS®) • Life & Annuity Certified Professional (LACP®) • Certified Association Executive (CAE) Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and 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.
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