Haley Thomas

Senior Financial Advisor
Vice President – Investment Officer
Institutional Plan Fiduciary Consultant
Phone: 503-603-2181

Haley brings years of dedicated experience in the Defined Contribution plan market. Having begun her career in the field in 2006, Haley’s hands-on experience with retirement plan recordkeeping systems and operations, plan conversions, compliance, plan design analysis, participant education and fiduciary services is extensive. She has been a great addition to our team at Wells Fargo Advisors since 2015. Haley is passionate about helping individuals reach their financial goals as well as helping plan sponsors successfully navigate the challenges that can come with offering a qualified plan.

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Transcript

"We have to consistently challenge ourselves, the industry is constantly changing, our client’s needs are constantly changing, every person on our team strives to always be improving and to provide the best service for our clients."

Overview

Education
Bachelor of Science degree in Dietetics from Texas State University

Industry Designations
CFP – Certified Financial Planner

Memberships
Retirement Plan Advisor Program (Wells Fargo Advisors)
National Association of Plan Advisors (NAPA)
Women in Financial Services
American Society for Pension Plan Administrators

Community Involvement
South Lake Church
International Leadership Academy School

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