Patrick Haley, CFP®

Investment Advisor Representative

Patrick Haley, Certified Financial Planner®, is the Director of Client Services for Ritholtz Wealth Management. Patrick works closely with firm clients helping them understand market trends and the impact on their financial plans. He is dedicated to assisting clients achieve their financial goals through regular communication.

Prior to joining RWM, Patrick spent eight years with Merrill Lynch as a financial advisor and managing partner of a seven member advisory team. A graduate of the US Naval Academy, Patrick served in the Navy for eight years as a Naval Flight Officer, accumulating over 1700 flight hours, 300 arrested landings and 65 combat sorties over Afghanistan in the E-2C Hawkeye.

Patrick serves as the President of Shared Horizons, the pooled special needs trust of the capitol region. He lives in Newport RI with his wife, two boys and their crazy 11 year old puppy.