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Haley K
Series 66
Carmel, IN
Tower Wealth Partners
Haley Koss is a financial advisor at Tower Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory role, she is licensed in insurance, dedicating less than 10% of her business time to this activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a generally long-term orientation.
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