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Financial Advice That Makes the Complex Simple

Meet Halley

 

As Branch Operations Manager at Carson Wealth, Halley is responsible for everyday operations, including account management and trading assistance. Her passion is to provide exceptional service and caring support to each client on their financial journey.

Halley started her career in the financial services industry in 2011 by working for her dad until his semi-retirement from Maclise Grooms Wealth Management in 2017 (and formal retirement in 2020), when she proudly joined the Grooms Wealth Management team.

She passed her Series 7 and 66 exams in 2012, and became a CERTIFIED FINANCIAL PLANNER™ professional in 2015.

Halley grew up in Marin County and lives in San Rafael with her husband, Ian, and their young daughter. In her spare time, she loves crafting, relaxing at the beach or at her family’s rustic cabin in the Sierras, hiking, reading, and cheering on her favorite team – go Giants!!

 

Halley is a non-producing registered representative of Cetera Advisor Networks LLC.

Favorite Food:

Anything Italian!

Favorite Holidays:

Thanksgiving and Christmas

Hidden talent:

Crafting handmade greeting cards

Place you’d most like to visit:

Scotland, Ireland and anywhere tropical

Bucket list:

Traveling overseas with her husband and daughter