Haley Cortese
Finances can feel overwhelming, and market uncertainty often holds people back from living the life they want. That’s why we focus on building a clear, integrated financial roadmap—one that protects your family, simplifies decisions, and transforms wealth into lasting freedom, purpose, and legacy.
After years of playing soccer, I’ve always believed in the power of teamwork and strategy. Today, I bring that same approach as your financial coach. Together, we’ll create a personalized plan tailored to your goals. My mission is to empower and educate, so you can make confident decisions about your future.
Driven by knowledge and guided by transparency and integrity, I’m committed to providing clear strategies that help you and your family build a secure foundation for the life you envision.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
