Haelie Guiney

Haelie L. Guiney
Financial Advisor Investment Services Group Truist Investment Services, Inc.

10251 Bristow Center Dr

Bristow, VA 20136-2203

Haelie.Guiney@Truist.com

Phone 703-396-7123

Fax 703-257-5017

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About me

Background

Haelie Guiney is a Financial Advisor with Truist Investment Service, Inc., with over 20 years of experience, helping her clients make some of the most important financial decisions. Her experience with investments began long before her professional career: She began personally investing in 1985 while working at her first full-time job as a process engineer and simultaneously pursuing an MBA. She believes there is no greater experience than working with your own money – whether it is on your own or with professional guidance.

“Slow and steady” is the mantra of her Wealth Management Team. In the classic fable, it is the Tortoise, not the flashy Hare that eventually wins the race. Haelie and her team work with their clients to create a roadmap – including a financial plan and the right investment strategies – for the long haul. Their strategies are developed based on the thorough understanding of their clients’ concerns, goals, and aspirations. They help clients tweak the roadmap as situations change, while continuing to develop the long-term relationship.

Haelie and her team believe providing excellent service and working on behalf of their clients' best interests sets up an important foundation for a successful relationship. Clients can expect a team of professionals to help guide them through both strong and uncertain markets.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Chemical Engineering
Lehigh University 1985
MBA - Finance
University of Tennessee, Chattanooga 1991

Personal Interests

As a recently retired soccer mom (it was a full-time job!), Haelie now enjoys organic gardening, leisure running and hiking. She checked off two bucket list items by completing the Marine Corp Marathon in 2018 and the Bermuda Triangle in 2019. Recently, she hiked down to the bottom of the Grand Canyon and has plans to hike Rim to Rim in May. 

Haelie is passionate about teaching good financial habits to her two young adult children (ages 21 and 19) as well as her clients. She helps them understand and practice the principles of investing, saving, and avoiding high-interest debt.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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