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Haley Adams

Financial Advisor - Solutions for Individual Investors, Women in Transition and Tax Advantaged Life Insurance Strategies
Boston, Massachusetts, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize Haley Adams’s background before I meet with them

Haley Adams

Financial Advisor - Solutions for Individual Investors, Women in Transition and Tax Advantaged Life Insurance Strategies
Boston, Massachusetts, United States
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Haley Adams is a financial advisor with over 22 years of insurance experience, currently working at Edward Jones. She partners primarily with individuals and couples who are within 20 years of retirement, helping them with investments, long-term care planning, life insurance protection, tax-advantaged legacy strategies and risk assessments. Along with growing wealth through investments, her priority is to empower everyone with a clear understanding of the process, putting all the pieces of the puzzle together while keeping information confidential. She loves what she does and is deeply passionate about helping people. Outside of work, she is an active participant in the Somerville community, sitting on the board of the Somerville Chamber of Commerce, the Kiwanis Club of Somerville, and the Prospect Hill Academy Foundation board.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.