Haley Owens is a Financial Advisor with seven years of experience in financial services. She began her career in the credit union industry, where she held a variety of roles, including Assistant Manager, before transitioning into wealth management as a Financial Associate. Through these experiences, Haley developed a broad understanding of clients’ financial needs and a passion for helping individuals and families work toward their long-term financial goals.
Focus Areas
Haley’s primary areas of focus include investment management, retirement planning, retirement income strategies, and comprehensive financial guidance. She takes a personalized approach to understanding each client’s priorities and helping them develop disciplined strategies for navigating financial decisions and pursuing their goals.
Education and Experience
Haley earned her bachelor’s degree in Finance with a focus in Financial Planning from Western Carolina University. She holds the FINRA Series 7, 6, 63, and 65 registrations through LPL Financial, as well as Variable and Fixed, Health, and Long-Term Care insurance licenses. Her background in banking, leadership, and wealth management allows her to bring a practical and comprehensive perspective to her work with clients.