Haley Sorensen serves as the Principal and Regional Sales Director at Ares Wealth Management Solutions (WMS), where she plays a pivotal role in driving the firm’s mission to deliver innovative, solutions-oriented investment opportunities to financial advisors and their clients. With a deep understanding of the...
Haley Sorensen serves as the Principal and Regional Sales Director at Ares Wealth Management Solutions (WMS), where she plays a pivotal role in driving the firm’s mission to deliver innovative, solutions-oriented investment opportunities to financial advisors and their clients. With a deep understanding of the investment landscape, Haley leverages Ares’ extensive platform, which encompasses industry-leading strategies in credit, private equity, real estate, and secondaries. Her expertise lies not only in identifying and articulating the unique value propositions of these investment opportunities but also in fostering strong relationships with advisors to ensure they have the resources and support needed to succeed.
In her current role, Haley is instrumental in leading key projects that enhance client engagement and education. She spearheads initiatives that provide advisors with tailored educational resources, helping them navigate the complexities of various investment structures, whether institutional or retail. Her commitment to client service is reflected in her ability to translate intricate investment strategies into compelling narratives that resonate with advisors and their clients alike.
Haley’s background in storytelling and editing complements her financial acumen, allowing her to craft clear and impactful communications that demystify investment concepts. By utilizing her skills in HTML and digital content creation, she enhances the accessibility of Ares’ offerings, ensuring that advisors can easily access the information they need. As a leader in the wealth management space, Haley Sorensen continues to drive innovation and excellence at Ares WMS, making her a key asset in the firm’s mission to empower advisors and their clients through informed investment choices.
