Investment services

Meet Our Team

We're here for you.

Learn more about our team!

Our local Financial Advisor is available for assistance with all your financial planning and investment needs. Specializing in retirement planning, education funding, legacy planning, insurance and more.  Call to set up a free no-obligation meeting today.

Blake Carlin

Blake Carlin
Financial Advisor
217.214.3762

Blake graduated from the University of Central Missouri with a Bachelor of Science in Business Administration, emphasizing Finance. He began his financial planning career as a Senior Wealth Strategy Associate at UBS Financial Services and King Wealth Management in St. Louis, MO, after gaining foundational experience as a teller at State Street Bank during his college years.

Now, back closer to his hometown of LaGrange, MO, Blake is dedicated to using his expertise to benefit the local community. He is passionate about helping clients achieve financial security and works collaboratively to develop tailored plans that align with their goals.

Outside of work, Blake enjoys spending time with his wife, Kylie, and their two children. He is actively involved in his community, serving on the Young Professionals of Quincy Advisory Council, sitting on the St. Dominic School Board, and volunteering with the Resource Investment Committee for the United Way of Adams County and Junior Achievement.

If you're ready to take the next step toward securing your financial future, reach out to Blake today!

Hayleigh- Investment Services

Hayleigh
Investment Operations Administrator
217.277.0159

 

Hayleigh joined our team at the beginning of 2024. Before coming to State Street Bank Investment Services, she was the Office Manager at a local real estate group. With over seven years of office experience and an Associate’s Degree in Office Technology, Hayleigh brings a wealth of knowledge and expertise to the team.

 

Hayleigh is not securities registered with Osaic Wealth, Inc.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. State Street Bank & Trust Co is not affiliated with Osaic Wealth, Inc.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, FL, GA, IA, IL, IN, MO, MT, NH, NV, OH, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities are Not FDIC Insured, No Bank Guarantees, May Lose Value

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