Edward Jones - Financial Advisor: Haley Adams

Edward Jones - Financial Advisor: Haley Adams CFP® My focus is helping women investors and couples within 15-20 years of retirement. I understand that for some, finance can be like a foreign language.

My focus is helping women on their own (either by choice, divorce or widowed) and investors and couples within 15-20 years of retirement. In partnership, I will help you make informed decisions with your serious money to reach your retirement and other lifetime goals. Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practic

al knowledge, personal experience, and a passion for helping others. I take pride in working with people who are inexperienced with investments and money matters. I empower my clients with a clear understanding of the process and help put together the pieces of the "financial" puzzle in non-technical terms. In order to serve my client's more complex needs, I have earned the CERTIFIED FINANCIAL PLANNER™ certification. I have 22 years of insurance experience under my belt, so risk management within a financial strategy is a natural priority in my process. Along with a plan for growing wealth, I help my clients prepare for the unexpected through life insurance protection and long-term care considerations or by utilizing life insurance as a tax-advantaged legacy tool. I regularly collaborate with my clients' CPAs and attorneys to provide a seamless holistic financial strategy, always keeping client information confidential

I spend my free time with my family enjoying outdoor activities and all the action that my hip town has to offer. I sit on the board of the Somerville Chamber of Commerce, the Kiwanis Club of Somerville and the Prospect Hill Academy Charter School Foundation. If you think we may be a good fit, please call my office to set up an introductory meeting. 617-764-5360. Let's talk soon!
– Haley

Member SIPC.
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Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
03/23/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

03/03/2026

Geopolitical headlines can stir anxiety. Our Principal, Head of Investment Strategy Mona Mahajan shares three key insights on current events to help investors stay informed and grounded through uncertainty.

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it me...
10/01/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

A perfect Fall day at the Somerville Chamber of Commerce annual golf tournament. Couldn’t have asked for better weather!...
09/30/2025

A perfect Fall day at the Somerville Chamber of Commerce annual golf tournament. Couldn’t have asked for better weather!


Always a highlight for our club! On June 1st, members of the Somerville Kiwanis Club participated in East Somerville Ca...
06/02/2025

Always a highlight for our club! On June 1st, members of the Somerville Kiwanis Club participated in East Somerville Carnaval. Members distributed and fitted bicycle helmets to young bike riders and supplied them and their families with a number of bike safety information pamphlets. The program, headed by Past President Dave Blumsack, gave away close to 200 helmets today.

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to car...
03/05/2025

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This ...
03/03/2025

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This makes Social Security – and retirement income strategies that fit their unique needs – especially important.

We understand the special circumstances for Social Security that are unique to you in particular.

Women investors often have unique factors to consider when planning for retirement and future health care costs. Let's t...
02/28/2025

Women investors often have unique factors to consider when planning for retirement and future health care costs. Let's talk about what's most important to YOU and plan an investment strategy that helps you reach your financial goals.

From balancing your child’s education to caring for loved ones, we can help.www.edwardjones.com/us-en

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, t...
02/26/2025

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, twice as much money for it. Let's discuss how we can help you build financial strategies now that can provide you with options for long-term care, including where you receive it and from whom.

Learn more: https://bit.ly/4hTKnGe

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

Address

628 Somerville Avenue
Somerville, MA
02143

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+16177645360

Website

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