Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rada has experience providing customized investment advice to businesses- through institutional retirement plans- and individuals concerned with total return and current income. In 2008, Rada earned the Chartered Retirement Planning CounselorSM (CRPC®) designation, which helps her provide a full range of retirement and investment advice to clients. She also recently earned the Certified Plan Fiduciary Advisor (CPFA) esignation to help her small business clients navigate that complexities of retirement plans and fiduciary resposibilities.
Rada is the founding partner of the Halaseh group within Merrill Lynch. The group was established on the premiss that clients are unique with distinct experiences that will help build the foundation of an enduring financial plan.
Rada joined Merrill Lynch in 2007 from her previous position as a Corporate Training Officer for Bellsouth in Atlanta, GA.
Rada is originally from Amman, Jordan. She moved to Louisville, KY at the age of 16 after receiving a full academic scholarship to Spalding University's elite Business and Communications program. An honors graduate with a Bachelor's Degree from Spalding, she continued her quest for higher education by earning a Masters degree in Strategic Finance from Indiana University.
Rada resides in the Highlands in Louisville with her husband, Eddie, her daughter, Juliette, and her two dogs, Scotch and Soda.
CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Arabic & English
Ahliyyah School For Girls
Indiana University- Southeast
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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