Sean has been at Merrill since 2019 and joined the PES (Private Executive Services) team in 2020. He focuses on helping both corporate and private clients in holistically understanding their equity awards (Stock Options, Restricted Stock Awards, Performance Unit Awards, and Stock Appreciation Rights) and how it fits into their financial plan. Sean also focuses on tax efficient wealth planning and has experience with helping corporate executives diversify concentrated positions. Sean is dedicated to assisting clients with tailoring their wealth management strategy to move closer toward their financial goals. He is also committed to providing excellent service and helping clients make practical decisions in their financial lives.
Sean has a Bachelor’s of Business Administration in Finance & Information Systems and graduated Summa Cum Laude from Loyola University Maryland. He also hold his CFP®(CERTIFIED FINANCIAL PLANNER) certification, SIE (Securities Industry Exam), Series 7 and Series 66 FINRA registrations, and NY Health and Life Insurance licenses. Sean currently resides in New York, NY.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
