Patrick Haley, CFP®

Investment Advisor Representative

How I arrived at RWM:

“After leaving the Navy in 2005, I took a job at Merrill Lynch in Washington DC. I was looking for something completely different from the military and didn’t want the typical “Navy-Lite” life (such as Booz Allen, Lockheed, etc). When I started, a USMA grad pulled me aside and suggested I read David Rosenberg and Richard Bernstein. Reading Rosenberg led me to Barry’s blog, The Big Picture, which I still read every day.”

Favorite part of the job:

“Finding solutions that can help advisors and clients with financial planning is most rewarding.”




  • United States Naval Academy, Bachelor of Science, Ocean Engineering
  • United States Navy Fighter Weapons School, Air Traffic Controller

Professional Organizations:

When I’m Not Working:

“I love staying active with my wife and young sons (9 and 11) by skiing, surfing and running.  When Army-Navy square-off in football, I can be found cooking up a big BBQ feast for my friends.  We live in Newport, RI with our trusted family dog.”


Call 212-625-1200 or email