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Pair of Early Recognitions for Haley Kaufman in 2021

Bank of America Merrill Advisor Makes Forbes Lists for Best-In-State and Top Women Wealth Advisors

Haley Kaufman, CRPC®, of Bank of America Merrill in Washington, D.C.
Haley Kaufman, CRPC®, of Bank of America Merrill in Washington, D.C.

Haley Kaufman, CRPC®, is accustomed to receiving professional recognitions. So it wasn't too surprising when two more of them came her way in rapid succession early in 2021.

Kaufman, a University of Maryland graduate who's been a financial advisor with Merrill since 1989, was named to Forbes Magazine's lists of Best-In-State Wealth Advisors and Top Women Wealth Advisors for 2021.

She ranked No. 319 nationwide among female financial planners, according to Forbes' criteria, and came in No. 31 among all advisors practicing in the District of Columbia.

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The recognitions are not new to Kaufman; she's made the Best-In-State list four years in a row. Additionally, she's earned four straight mentions on Working Mother Magazine's list of Top Wealth Advisor Moms, as previously reported on Patch.

Away from the office, Kaufman is active with the Maret School and is a former finance committee chair for the National Child Research Center.

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More about Kaufman and her Bank of America Merrill practice, Kaufman & Kast of Washington, D.C., is available at https://fa.ml.com/district-of-columbia/washington/kaufman-kast and by calling 202-659-6070.

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