Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Steve Schehl is the Associate Resident Director, Concord, NH; Senior Vice President, Financial Advisor. He has earned the CRPC®, Chartered Retirement Planning Counselor designation. With over 24 years of experience, Steve is dedicated to providing clients with an individually tailored approach to financial and investment strategies. At the heart of Steve's philosophy is a passion to build enduring long-term client relationships through his commitment to providing outstanding guidance and service. He currently holds the Series 7,8,24, 63 and 65 FINRA Registrations, along with Life and Health Insurance licenses. Steve currently works out of the Concord, NH office and advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, and asset preservation with a specific emphasis on helping to achieve a lifelong retirement income stream. Steve has been in the financial services industry since 1993 when he joined Merrill Lynch and also worked at UBS Financial Services from 1999-2005 and Banc of America Investment Services in various management roles.
Prior to joining Merrill Lynch in 1993, Steve was a U.S. Marine Corps helicopter pilot serving from 1981 – 1993 in various overseas and U.S. stations. Steve earned his BS degree from the U.S. Naval Academy in 1981 and Master of Arts in Management in 1993 from Webster University. Steve grew up much of his life in Manchester, NH and currently lives in Bedford, NH and has two children, Samantha and Casey.
US Naval Academy
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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 you stay on track to achieve what's most important to you.
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Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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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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Drawing from our experience and the best thinking of Merrill, 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.