Scott Haley
Principle/Financial Advisor at Prelude Financial, LLC | Greater Cleveland
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Scott Haley serves as a Principal and Financial Advisor at Prelude Financial, LLC, where he specializes in providing tailored financial planning and investment management services to medical professionals, particularly those transitioning from residency to the early stages of their careers. With a deep understanding of the unique financial challenges faced by physicians, dentists, and other healthcare providers, Scott is dedicated to helping his clients navigate the complexities of wealth management, debt reduction, and investment strategies.
At Prelude Financial, a dynamic and innovative firm based in Wadsworth, Ohio, Scott leverages his expertise in risk management, portfolio management, and financial analysis to create customized financial plans that align with his clients' goals. He recognizes that medical professionals often encounter significant student debt and may have limited time to focus on their financial futures. Therefore, Scott emphasizes the importance of strategic retirement planning and estate planning to ensure that his clients can build and preserve their wealth effectively.
In his role, Scott is currently leading key projects that focus on developing comprehensive financial education resources for medical professionals. These initiatives aim to empower clients with the knowledge and tools they need to make informed financial decisions, whether they are looking to purchase a new home, invest for their future, or plan for their children's education. His commitment to fostering long-term relationships and providing exceptional service has positioned him as a trusted advisor within the medical community. By combining his financial acumen with a genuine understanding of the healthcare landscape, Scott Haley is dedicated to helping his clients achieve their financial aspirations and live their best financial lives.
Principle/Financial Advisor at Prelude Financial, LLC in October 2015 to Present
Financial Planning Analyst at Storey & Associates in April 2014 to July 2015
Assistant Manager and Music Teacher at Wadsworth Music in September 2004 to September 2014
Fee-Only Financial Advisor at Scott Snow (financial advisors) LLC in February 2013 to April 2014
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The University of Akron, Finance, January 2007 to January 2011
The University of Akron, Bachelor of Business Administration (BBA), January 2007 to January 2011
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Strategic Financial Planning
Risk Management
Investments
Portfolio Management
Retirement Planning
Financial Analysis
Financial Advisory
Retirement
Investment Strategies
Estate Planning
Wealth Management
Wealth Management Services
Finance
Financial Planners
Microsoft Office
Microsoft Excel
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What is Scott Haley email address?
Email Scott Haley at [email protected]. This email is the most updated Scott Haley's email found in 2026.
How to contact Scott Haley?
To contact Scott Haley send an email to [email protected]. (updated on August 03, 2022)
What company does Scott Haley work for?
Scott Haley works for Prelude Financial, LLC
What is Scott Haley's role at Prelude Financial, LLC?
Scott Haley is Principle/Financial Advisor
What is Scott Haley's Phone Number?
Scott Haley's phone (**) *** *** 108
What industry does Scott Haley work in?
Scott Haley works in the Financial Services industry.
Scott Haley Email Addresses
Scott Haley Phone Numbers
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