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Haley Adams
Financial Advisor - Solutions for Individual Investors, Women in Transition and Tax Advantaged Life Insurance Strategies
Haley Adams is a Financial Advisor at Edward Jones serving clients in Somerville, Massachusetts.15 She holds several professional designations, including CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), and AAMS™ (Accredited Asset Management Specialist).25
Professional Focus
Haley specializes in helping:
- Women who are on their own, whether by choice, divorce, or widowhood
- Investors and couples within 15-20 years of retirement24
Services and Approach
Haley partners with individuals and families who are serious about reaching their long-term financial goals. She uses an established process to help her clients build personalized financial strategies.3 Her focus is on providing personal financial advice to help clients achieve their goals.1
Office Information
Office Hours::
- Monday to Friday: 9:00 AM - 5:30 PM
- Saturday: By appointment only
- Sunday: Closed1
Team Member
Haley works with Elio Villegas, who serves as the Branch Office Administrator and holds the FPQP® designation.1
Haley Adams is part of Edward Jones, an investment firm that believes in tailoring financial goals to individual clients' needs.7 Her professional profile showcases her commitment to providing personalized financial advice and helping clients navigate their financial futures.
