Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle.
William Hartigan Is a Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. Will Joined the firm in 2012. His primary responsibilities include financial strategy and portfolio management for the team’s high net worth clients. He also leads all credit and structured lending initiatives. William has received national recognition from such publications as Forbes and Barron’s, including the Forbes "Best-In-State Wealth Advisors" list in 2022 (Published on April 7, 2022. Rankings based on data as of June 30, 2021) and the Forbes "America’s Top Next Generation Wealth Advisors" list from 2018-2022 (Published annually July – Sept. Rankings based on data as of March 31 of current year.) William Graduated from Cornell University where he was a four year member of the Varsity Squash Team. He served on the junior board of the Partnership for Drug Free Kids.
Cornell University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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