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Jeffrey Haines Email & Phone Number

Wealth Advisor at Gateway Financial Partners at Gateway Financial Partners
Location: Glastonbury, Connecticut, United States 4 work roles 2 schools
1 work email found @wellsfargoadvisors.com 1 phone found area 314 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@wellsfargoadvisors.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Gateway Financial Partners
Role
Wealth Advisor at Gateway Financial Partners
Location
Glastonbury, Connecticut, United States
Company size
46 employees

Who is Jeffrey Haines? Overview

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Quick answer

Jeffrey Haines is listed as Wealth Advisor at Gateway Financial Partners at Gateway Financial Partners, a with 46 employees, based in Glastonbury, Connecticut, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Jeffrey Haines.

Jeffrey Haines previously worked as Financial Advisor at Gateway Financial Partners and VICE PRESIDENT, WEALTH MANAGEMENT at Outlook Wealth Management Of Raymond James & Associates. Jeffrey Haines studied at Bentley University.

Company email context

Email format at Gateway Financial Partners

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Haines. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey Haines

Values, Ethics, Transparency, Unbiased Independent Advice, and Responsible Money ManagementFinancial Advisor with 29 years of experience specializing in retirement and investment strategies and solutions for individuals, businesses, and non-profit organizations. I will serve as your partner supporting a coordinated effort to help you achieve your personal and financial goals. In particular, as you approach critical life stages including career changes, retirement, and legacy planning. My goal is to assist in financial and life decisions that emphasize your personal principles and values.Specializing in working with Pre-Retirees and RetireesDeveloping and Implementing Income Solutions for Retirement Individual Retirement Accounts (IRA's) and IRA Education401K Plan solutions for businessesInsurance, Trust Services, and Lending ETF's , Equities, Fixed Income, Mutual Funds, Tax Efficient Investments, and Alternative Investments Institutionally Managed Portfolio SolutionsLife Insurance and Hybrid Insurance SolutionsSocially Responsive ESG Investments SolutionsIndex, Variable & Fixed Annuities

Listed skills include Retirement Planning, Mutual Funds, Investments, Investment Strategies, and 31 others.

Current workplace

Jeffrey Haines's current company

Company context helps verify the profile and gives searchers a useful next step.

Gateway Financial Partners
Gateway Financial Partners
Wealth Advisor at Gateway Financial Partners
glastonbury, connecticut, united states
Website
gatewayfinancialpartners.com
Employees
46
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Company profile
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4 roles

Jeffrey Haines work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Gateway Financial Partners

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants are affiliated with Gateway Financial Partners are registered to do business, please visit www.gatewayfinancialpartners.com

Sep 2023 - Present

Vice President, Wealth Management

Outlook Wealth Management Of Raymond James & Associates

29 South Main Street, Suite 210 West Hartford, Ct 06107,

PROVIDING A COMBINATION OF FINANCIAL SERVICES, SUPPORT, AND GUIDANCE TO HELP YOU EACH STEP OF THE WAY IN PURSUIT OF ALL OF YOUR PERSONAL AND BUSINESS FINANCIAL GOALS

Feb 2016 - Sep 2023

Vice President / Investment Officer / Financial Advisor

Wells Fargo Advisors, Llc

Glastonbury, Ct

Aug 2005 - Feb 2016

Associate Vice President - Investments / Financial Advisor

Morgan Stanley
Jun 1995 - Jul 2005
Team & coworkers

Colleagues at Gateway Financial Partners

Other employees you can reach at gatewayfinancialpartners.com. View company contacts for 46 employees →

MM Mcfaddin Moise Jr. Mcfaddin Moise Jr. Colleague at Gateway Financial PartnersUnited States View → TB Tiffany Brown Tiffany Brown Colleague at Gateway Financial PartnersManchester, Connecticut, United States View → TB Tyler Berry Tyler Berry Colleague at Gateway Financial PartnersMiddlefield, Connecticut, United States View → CM Chris Mccaman, Cfa®, Cfp® Chris Mccaman, Cfa®, Cfp® Colleague at Gateway Financial PartnersGreater Milwaukee, United States View → FB Frank Buchanan Frank Buchanan Colleague at Gateway Financial PartnersGainesville, Florida, United States View → TK Todd Kuen Todd Kuen Colleague at Gateway Financial PartnersAppleton, Wisconsin, United States View → JP Justin Phillips Justin Phillips Colleague at Gateway Financial PartnersCanton, Connecticut, United States View → S( Sara (Sj) Caouette Sara (Sj) Caouette Colleague at Gateway Financial PartnersGreater Hartford, United States View → BK Bon Keomany Bon Keomany Colleague at Gateway Financial PartnersSterling, Illinois, United States View → MD Melanie D. Milam, Cpa, Cka® Melanie D. Milam, Cpa, Cka® Colleague at Gateway Financial PartnersMidland, Texas, United States View →
2 education records

Jeffrey Haines education

FAQ

Frequently asked questions about Jeffrey Haines

Quick answers generated from the profile data available on this page.

What company does Jeffrey Haines work for?

Jeffrey Haines works for Gateway Financial Partners.

What is Jeffrey Haines's role at Gateway Financial Partners?

Jeffrey Haines is listed as Wealth Advisor at Gateway Financial Partners at Gateway Financial Partners.

What is Jeffrey Haines's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jeffrey Haines at Gateway Financial Partners.

What is Jeffrey Haines's phone number?

AeroLeads has found 1 phone signal(s) with area code 314 for Jeffrey Haines at Gateway Financial Partners.

Where is Jeffrey Haines based?

Jeffrey Haines is based in Glastonbury, Connecticut, United States while working with Gateway Financial Partners.

What companies has Jeffrey Haines worked for?

Jeffrey Haines has worked for Gateway Financial Partners, Outlook Wealth Management Of Raymond James & Associates, Wells Fargo Advisors, Llc, and Morgan Stanley.

Who are Jeffrey Haines's colleagues at Gateway Financial Partners?

Jeffrey Haines's colleagues at Gateway Financial Partners include Mcfaddin Moise Jr., Tiffany Brown, Tyler Berry, Chris Mccaman, Cfa®, Cfp®, and Frank Buchanan.

How can I contact Jeffrey Haines?

You can use AeroLeads to view verified contact signals for Jeffrey Haines at Gateway Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Haines attend?

Jeffrey Haines studied at Bentley University.

What skills is Jeffrey Haines known for?

Jeffrey Haines is listed with skills including Retirement Planning, Mutual Funds, Investments, Investment Strategies, Retirement, Finance, Fixed Annuities, and 401K.

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