Haley Egbert
Service Manager
Haley brings over a decade of experience in leadership and financial services, beginning her career in 2015 All In Credit Union (formerly Army Aviation Center Federal Credit Union). She later served as Resident Director Assistant and Wealth Management Client Associate at Merrill Lynch for three years where she supported advisors and clients by delivering high quality, relationship-focused service. She earned her Bachelor of Science in Global Business Administration from Troy University, where she was a Leadership Scholar. Haley is currently licensed with the Securities Industry Essentials (SIE) and working towards full registration with her Series 7 and 66 as she continues to expand her professional expertise. Outside the office, Haley enjoys spending time with her husband and three children and values her faith and community.
Phone: (334) 761-2421
Email: hegbert@lcgwm.com