Haley Clanton, CFP®, is currently a Wealth Management Client Relationship Consultant at TIAA, a position they have held since 2022. Prior to this, Haley served as a Financial Consultant Partner and Client Relationship Specialist at Charles Schwab from 2019 to 2022, and completed an internship in event marketing at Sales Performance International in 2018. Haley earned a Bachelor of Arts in Communication from the University of North Carolina at Charlotte, graduating in 2018, and holds an Associate's degree from Davidson County Community College, obtained in 2015.
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