Alana Hale
Office Administrator - Woodbury, TN Affiliate
Alana is deeply rooted in Woodbury, TN, so she was excited to join Stones River Wealth Management in 2020 and has enjoyed growing with the firm. She began her career in the financial services industry in 2016 at one of the local banks where she learned how and why caring about clients and serving with determination is so vital to keeping our cherished small-town culture.
She graduated from Middle Tennessee State University in 2020 with a Bachelor of Science Degree in Business Administration. Since then, Alana has earned her Financial Paraplanner Qualified Professional, FPQP®, certification.
Alana is dedicated to supporting the team in delivering the highest level of service by coordinating daily operations. This work includes communicating with our custodial partners to ensure a smooth process regarding opening accounts, transferring assets, and overall daily account maintenance. She also aids in scheduling appointments, addressing client inquiries, and supporting our wealth advisors across various aspects to ensure our clients’ needs are met with the highest standards.
When she’s not caring for clients, you might find Alana spending time with her family, camping, or planning her next trip to the lake or beach.