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Edit Business | Edward Jones - Financial Advisor: Tom Crowley
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Impressum Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. I have been a proud member of the Edward Jones family since January of 2016. Prior to joining the company, I worked as a Property & Casualty Insurance Professional for 22 years, specializing in the Life Science and Biotech industry. Most recently, I held the position of Area Senior Vice President with a large brokerage firm in Boston. I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help my clients build customized financial strategies that are designed to achieve their goals. I take the time to truly listen to my clients and gain an understanding of what is important to them. Once the plan is in place, I maintain regular contact with my clients to address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential. I genuinely love my job as a financial advisor because what I do makes a difference in the lives of friends, family, and my community. I want every one of my clients to have choices in their future. Through strong partnership and collaboration, I help my clients achieve a variety of goals, including saving for retirement, planning for college expenses, and creating legacy plans. I serve a diverse group of people, from individual investors to families to business owners, and I pride myself in providing exceptional client service. Outside of work, I am a board member of both the Somerville Chamber of Commerce and the Kiwanis Club of Somerville. As mom, wife, and long time resident of Somerville, I spend my free time with family, enjoying all that my "hip" town has to offer. Please call or stop by my office, or visit www.edwardjones.com/haley-adams for more information.
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