Haley Rockwell
Managing Director at UBS Financial Services, Inc. | Greenwich, Connecticut, United States
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Haley Rockwell currently serves as a Managing Director and Senior Financial Advisor at UBS Financial Services, Inc., where she is a pivotal member of the esteemed Dolce Group. With a diverse background that spans investment banking, management consulting, and financial leadership as a CFO for a division of a Fortune 50 corporation, Haley brings a wealth of experience to her role. Her extensive expertise in wealth management services is complemented by her proficiency in retirement planning and investment management, making her a trusted advisor for high-net-worth individuals and families.
At UBS, Haley is deeply involved in key projects that focus on developing tailored financial strategies that align with her clients' unique goals and aspirations. She leverages her skills as a Certified Divorce Financial Analyst to provide specialized insights for clients navigating complex financial transitions, ensuring they make informed decisions during pivotal life changes. Her analytical acumen in financial analysis and investment management enables her to craft comprehensive wealth management solutions that prioritize both growth and security.
Haley’s commitment to delivering exceptional financial advisory services is evident in her client-centric approach, where she emphasizes building lasting relationships grounded in trust and transparency. Her ability to synthesize market trends with individual client needs allows her to provide strategic guidance that enhances her clients' financial well-being. As she continues to drive impactful initiatives within the Dolce Group, Haley remains dedicated to empowering her clients to achieve their financial objectives with confidence and clarity.
Managing Director at UBS Financial Services, Inc. in November 2020 to Present
Managing Director at Fieldpoint Private in January 2014 to November 2020
Managing Director at LLBH Private Wealth Management in November 2012 to November 2014
Chief Executive Officer at Chronogram in March 2006 to November 2012
Vice President/Division CFO at PepsiCo in August 2000 to February 2006
Director, Corporate Strategy and Mergers and Acquisitions at PepsiCo in February 1998 to July 2000
Manager, Corporate Strategy and Mergers & Acquisitions at PepsiCo in July 1997 to February 1998
Manager at Bain & Company in September 1992 to July 1997
Financial Analyst, Financial Services Group at First Boston Corporation in July 1985 to June 1988
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Wealth Management Services
Retirement Planning
Certified Financial Planner
Certified Divorce Financial Analyst
Investments
Finance
Financial Services
Financial Analysis
Wealth Management
Investment Management
Financial Advisory
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Discover more about UBS Financial Services, Inc.What is Haley Rockwell email address?
Email Haley Rockwell at [email protected]. This email is the most updated Haley Rockwell email found in 2026.
How to contact Haley Rockwell?
To contact Haley Rockwell send an email to [email protected]. (updated on October 29, 2024)
What company does Haley Rockwell work for?
Haley Rockwell works for UBS Financial Services, Inc.
What is Haley Rockwell's role at UBS Financial Services, Inc.?
Haley Rockwell is Managing Director
What is Haley Rockwell's Phone Number?
Haley Rockwell's phone (203) ***-*352
What industry does Haley Rockwell work in?
Haley Rockwell works in the Financial Services industry.
Haley Rockwell Email Addresses
Haley Rockwell Phone Numbers
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