Haney Dimian, CFA, CFP

By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 2006. I have been recognized as a Premier Advisor in 2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Before joining Wells Fargo Advisors in 2021, I was a Vice President, Sr. Private Investment Advisor at TD Wealth LLC, my employer of 8 years. Prior to that I was a Vice President Premier Relationship Advisor at HSBC Securities for 7 years With an emphasis on continuing education, I have also earned the CFA® designation a registered trademark owned by CFA Institute, and the CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designations, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you'll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. Away from the office, I enjoy traveling. My wife and I live in LI NY with our children, Julianna and Olivia.