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.
Originally from Mercer County, New Jersey, I discovered an interest in finance and investing while I was in high school. I was fascinated by the stock market and the way financial decisions could shape someone's future, which ultimately led me to choose Finance as my college major. At 18 years old, I landed my first internship with a wealth management firm. While I expected to learn about investments and markets, what left the biggest impression on me was seeing the impact financial planning had on people's lives. I watched families experience a sense of relief and confidence when they realized they could retire sooner than expected, purchase the beach house they had always dreamed about, or simply enjoy retirement without worrying about whether their money would last. Those moments showed me that financial planning is about much more than numbers. It's about helping people live the lives they want.
I attended the University of Rhode Island, where I earned my degree in Finance while competing as a Division I soccer goalkeeper. Balancing academics and athletics required discipline, commitment, and a strong work ethic, qualities that continue to influence my approach today.
Following graduation, I continued building my career in wealth management with leading financial institutions including Fidelity Investments, First Republic Private Wealth Management, JPMorgan, and now Merrill Wealth Management. These experiences allowed me to work alongside clients through a variety of market environments, life transitions, and financial decisions while reinforcing the value of personalized advice and long-term planning. Along the way, I earned my CFP® certification and CPFA® designation, reflecting my commitment to ongoing education and helping clients make informed financial decisions with confidence.
Today, I work with individuals, families, professionals, and business owners to help simplify complex financial decisions and develop personalized strategies for the future. My goal is to be more than just an advisor. I strive to be a trusted resource, helping clients gain clarity, confidence, and financial well being as they work toward their goals.
Outside of the office, you'll usually find me enjoying everything the Jersey Shore has to offer. I enjoy paddleboarding, fishing, crabbing, and clamming, and I rarely pass up the opportunity to start my morning with a good cup of coffee by the beach. I'm always looking for a new local coffee shop to try, whether I'm at home or traveling.
Sports continue to be a big part of my life, and when football season rolls around, you'll find me cheering on the Tampa Bay Buccaneers. Most importantly, I cherish spending time with family and friends, especially making memories with my nephew.
At the end of the day, financial planning isn't just about investments, retirement accounts, or net worth. It's about helping people create the freedom and confidence to enjoy the experiences, opportunities, and relationships that matter most. That's what inspired me to enter this profession, and it's what continues to motivate me every day.
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.
