Haley is our Client Service Associate. She began her career with Financial Symmetry in August 2014 as an intern during her senior year at NC State University.
Haley’s responsibilities include leading new client onboarding processes and assisting with the training and managing of our internship program. She also oversees the maintaining of estate records and helping the team with our wealth management service. Additionally, Haley is responsible for generating new plan projections and updates as well as general client support such as asset movement and account transitions.
Haley grew up in Greenville, NC before moving to Raleigh where she graduated in the spring of 2015 with a B.S. in Business Administration with a concentration in Finance, and a minor in International Studies. While at NC State, she discovered her love for traveling after a summer semester abroad in Italy. When she is not traveling with her new husband, Blake, she enjoys reading, spending time with her friends and family, and cheering on the Wolfpack.
919-851-8200 ext. 211