Haley is our Senior 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 consist of generating new plan projections and updates as well as general client support such as maintaining estate records and implementing cash flow tracking. Additionally, Haley is responsible for leading new client onboarding processes including account transitions and rollovers.
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 husband, Blake, she enjoys reading and spending time with her friends, family, and her dog, Sugar.
919-851-8200 ext. 211