Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Anthony Hartigan is the founder and leader of The Hartigan Schehl Group at Merrill Lynch. Anthony entered the financial services industry in 1971, and has been at Merrill Lynch since White Weld was acquired by Merrill Lynch in 1978. He has remained one of the leading advisors in New England over the course of his career by always placing his clients' interests first. Anthony's investment philosophy revolves around research. He has maintained a leading track record over four decades through value investing and as a result of his experience and knowledge of the municipal markets. Anthony was recognized in 2017 by Barron’s magazine on its "America’s Top 1,200 Financial Advisors: State-by-State" list for the 10th consecutive year.
Anthony received his bachelor's degree from Fairfield University where he played hockey for four years. He has served on the board of the Capitol Center for the Arts, The New Hampshire Historical Society, The New Hampshire Furniture Masters, The New Hampshire Coalition for Homeless, and the New Hampshire Charitable Foundation "New Futures." Anthony is competitive in golf, squash, and tennis. He lives in Concord, NH with his wife Cecie, and has four children.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.