Helping families navigate retirement with thoughtful planning and long-term perspective.
Scott Haley is a founding member of Mainsail Wealth Advisors and a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience serving clients as a Financial Advisor and Branch Manager.
Scott primarily works with retirees and individuals approaching retirement, helping clients evaluate their broader financial picture and implement strategies aligned with their long-term goals and priorities.
As a CFP® professional, Scott focuses on comprehensive planning across investments, retirement income, risk management, and wealth preservation. His approach emphasizes helping clients make informed decisions with confidence through life’s financial transitions.
Scott joined A.G. Edwards in 2000 and was promoted to Branch Manager in 2003. During his leadership tenure, he helped guide the branch to becoming one of the top-performing offices of its size in 2009.
Outside of the office, Scott enjoys golf, running, singing, and boating. He and his wife Sarah live in Gloucester with their children Jessica and Sam. Scott is deeply involved in his community and remains active in a wide range of civic, coaching, and charitable organizations.
Education & Credentials
- Elon College, BS
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 7, 66, 9, 10
- Life & Annuity Insurance License
- Forbes Best-in-State Wealth Advisors, 2021
- Raymond James Chairman’s Council, 2015-2020
- Raymond James Leaders Council, 2020-2023
Previous Experience
- Wells Fargo Advisors / A.G. Edwards – Financial Advisor & Branch Manager
- US Army Reserves – Logistics Officer
- ExecuTrain – Corporate Trainer & Training Manager
- Newport News Shipbuilding – Change Manager & Field Administrator
Community Involvement
- Rotary – Past President
- Gloucester Boys & Girls Club – Founding Board Member
- Parks & Recreation Soccer and Baseball Coach
- Baystars Coach
- Gloucester High School Soccer Coach
- Middle Peninsula Referral Network – Founder
- Abingdon Church Leadership & Youth Ministry
- Middle Peninsula Golf Association – Co-founder
*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 qualitative and quantitative criteria including revenue trends, assets under management, compliance history, industry experience, and best practices. Portfolio performance is not a criteria due to differing client objectives and lack of audited data. Neither Raymond James nor its advisors pay a fee in exchange for this award/rating.
Chairman’s Council and Leaders Council memberships are based on prior fiscal year production. Re-qualification is required annually. These recognitions are not indicative of future performance and may not be representative of any one client’s experience.