Mr. Haley is a CERTIFIED FINANCIAL PLANNER ™ professional with more than thirteen years' experience as a Financial Advisor. Scott is a founding member of Mainsail Wealth Advisors.
Mr. Haley is dedicated to helping his clients meet their financial needs. Scott primarily works with retirees and those who are nearing retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Haley helps his clients analyze their total financial situation and implement strategies to achieve their life goals.
Mr. Haley joined Wells Fargo Advisors in 2000 and in 2003 was promoted to Branch Manager. In this role, he worked to lead the branch to being one of the top branches of its size in 2009.
Scott enjoys playing golf, running, singing, and boating. His wife Sarah and he live in Gloucester with their two children Jessica and Sam. Scott is passionate about his community and family and is very active with both.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 32,725 advisors nominated by their firms, more than 5,000 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Chairmans Council & Leaders Council Membership are based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.