Hayley A. Wood Bates, MBA, CFP® is a Senior Financial Advisor at SEIA with over a decade of industry experience helping high-net-worth families and businesses in developing, implementing, and monitoring comprehensive wealth plans. She analyzes and interprets client financial data to generate guidance on estate, charitable, investment, protection, corporate benefit, and tax planning, all focused on the individual client.
Passionate about philanthropy, Hayley oversees SEIA’s Signature Fund for Giving, which supports various children-focused charities. She has served on the Leadership Council of A Place Called Home, the Board of Directors for the Ronald McDonald House of Durham, North Carolina, and the Rotary Club of Kihei-Wailea, Hawaii. She currently resides in Durham, North Carolina, and enjoys spending time with her family, being outdoors, and traveling to our National Parks.
Hayley received her Bachelor of Science in Business Administration in Marketing, Finance & Banking with honors and a concentration in Certified Financial Planning from Appalachian State University in 2009. Additionally, in 2015, she received a Master of Business Administration degree with honors from the University of Hawai’i Shidler College of Business. Hayley earned her CERTIFIED FINANCIAL PLANNER® certification in 2013 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. She also carries her Series 7, 63, and 65 licenses and Life & Health Insurance license (CA Insurance License #OL83425).