Haley Tonge

Director of Trust & Estate Planning at CORE Wealth Advisors

Role: Director of Trust & Estate Planning at Core Wealth Advisors, Inc
Location: Lakeland, FL, US
LinkedIn followers: 500 followers

About Haley Tonge

I am a highly motivated and enthusiastic individual who enjoys assisting clients with estate and retirement planning, wealth management, and charitable giving. I have a demonstrated history of working with Trust administration and fiduciary services. I have my Masters\'s in Business Administration with a concentration in Executive Leadership. I also graduated from Florida Trust & Wealth Management School and am a Certified Trust Fiduciary Advisor.

Experience

Director of Trust & Estate Planning
Core Wealth Advisors, Inc
Sep 2024 — Present

Education

Southeastern University
Bachelors
2011 — 2014
Florida Trust & Wealth Management School
Elected Vice President
2022 — 2024
Southeastern University
Master of Business Administration - MBA
2015 — 2016

Contact information

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Work email
h•••••@corewealth.com
Personal email
•••••@•••••.com
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Current company

Core Wealth Advisors, Inc

Financial Services · 13 employees · Founded 2013 · Lakeland, Florida, United States

CORE Wealth is often asked about its\' origin – how does a firm that began by directing financial decisions for professional athletes broaden its boutique service style to work with small business owners, educators, professionals and everything in between? The evolution of Core Wealth Advisors originated from the phrase “at the core of every decision I make” and the realization that wealth management and planning is an evolving process with discussions beyond just investments. As the firm matured, we recognized the underlying principles and financial planning tools used to nurture long-term relationships with professional athletes scaled to those in other professions. Simply stated, Core’s boutique approach to wealth management and planning adapts to clients of a broad range of ages and earnings levels. Core Wealth Advisors’ vision is to be the core advisor in all aspects of wealth management decisions made by our clients. We understand that wealth extends beyond investment assets, and we will partner with you to deliver a crafted financial advisory experience encompassing the facets of your life. Everything we do is focused on helping you develop and implement the right strategy to reach your goals in a collaborative and transparent way.

corewealth.com

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About Haley Tonge

Experience

Director of Trust & Estate Planning

Education

Southeastern University

Florida Trust & Wealth Management School

Southeastern University

Find verified contacts for anyone on LinkedIn