Holly Haley

Customer Care, Compliance
  • Over thirty five years of experience
  • Work experience with Smith Barney, UBS Financial Services and Morgan Stanley
  • Trained as an Operations Manager and Client Services Manager
More About Holly

Holly Haley started her career in the financial services industry at E.F. Hutton in 1987.  She has held positions as Operations Manager, Branch Manager, and most recently as a Complex Service Manager for the Eastern NY complex at Morgan Stanley.  Holly has a high commitment to excellent customer service; she eagerly and proficiently assists our clients by answering questions and responding to service requests. 

Holly lives in Argyle, NY with her husband.  She has two sons.  She enjoys cooking, gardening and spending time with her family.

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