Branch Operations Manager
In her role as Branch Operations Manager at Grooms Wealth Management, Halley provides customer service and support to our clients, and is responsible for everyday operations, including account management, trading assistance, and meeting preparation.
Prior to joining the Grooms Wealth Management team in 2017, Halley started her career in the financial services industry in 2011 by working for her dad at LPL Financial. She passed her Series 7 and 66 exams in 2012, and became a Certified Financial Planner™ professional in 2015.
Halley grew up in Marin County and now lives in Greenbrae with her amazing husband. In her spare time, she loves crafting and watching Hallmark movies, relaxing at the beach or at her family’s rustic cabin in the woods, hiking, reading, and cheering on her favorite team….Go Giants!!