Haley Tonge is CORE Wealth Advisors’ Director of Trust and Estate Planning, bringing experience in trust administration and estate planning to guide clients through sophisticated estate, trust, and legacy planning decisions that support long-term goals and multi-generational wealth. 

As a Certified Trust and Fiduciary Advisor (CTFA), Haley partners closely with clients and their estate planning attorneys to design tailored trust strategies aligned with each family’s values and financial vision. Her thoughtful, relationship-driven approach aims to clearly communicated and seamlessly integrate estate planning into CORE’s comprehensive wealth management framework. 

Haley earned a bachelor’s degree in Business Management and an MBA from Southeastern University and completed the Florida Trust and Wealth Management School. She is active in the Lakeland community, serving on the boards of the Lakeland Symphony Orchestra and the Polk County Estate Planning Council, as well as participating in the Lakeland Rotary Club and Women United Steering Committee for United Way.