Haley Ellis Email & Phone Number
Partner, Chief Operating Officer and Integrator @ Allegiance Financial Group Advisory Services (AFGAS)
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Haley Ellis Location
- Wilmington, NC, US
Haley Ellis Work
- Partner, Chief Operating Officer and Integrator @ (January 2026 - Present)
- Director of Operations and Integrator @ (January 2025 - December 2025)
- Financial Planner and Integrator @ (November 2023 - January 2025)
- Financial Planner @ Cooke Capital (September 2018 - October 2023)
- Financial Advisor Intern @ (September 2016 - June 2018)
Haley Ellis Education
- Grand Valley State University
Seidman Financial Planning Certificate Program
2018-2019 - Grand Valley State University
Bachelor's Degree (Finance)
2014-2018 - Universidad LCI Veritas
Spanish Language and Literature
2016-2016
Haley Ellis Skills
- EOS
- Holistic Financial Planning
- Investment Management
- Operations Management
- Project Management
- Retirement Planning
- Strategic Planning
- Team Leadership
- Wealth Management
Haley Ellis Summary
- Haley Ellis, based in Wilmington, NC, US, is currently a Partner, Chief Operating Officer and Integrator at Allegiance Financial Group Advisory Services (AFGAS). Haley Ellis brings experience from previous roles at Allegiance Financial Group Advisory Services (AFGAS), Cooke Capital and Denison Financial. Haley Ellis holds a 2018 - 2019 Seidman Financial Planning Certificate Program @ Grand Valley State University. With a robust skill set that includes EOS, Holistic Financial Planning, Investment Management, Operations Management, Project Management and more. Haley Ellis has 1 emails and 2 mobile phone numbers on RocketReach.
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