While you will have a primary relationship with an individual Mainsail advisor, you are actually getting an entire crew. In fact, we make it a point at the outset of every relationship to engage all of our team members in getting to know new clients and the fundamentals of their investment objectives.
Over time, we continue to collaborate on your needs as only a small company can do. You'll be a stranger to no one here, nor will any of us be to you. The service ethic here runs deep and company-wide. What needs to be done for a client is acomplished competently and quickly by whoever is on deck and able to help.
Mainsail staff members are fully on board for working with attorneys, accountants and others who provide you with professional services. Whatever keeps you moving ahead is what counts with us.
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 Planning 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