Sean Layton
Sean Layton helps individuals make sound choices about their investments so they can spend more time doing what they love to do. He focuses on providing in-depth, individualized financial advice for his clients. He delivers premier customer service and extensive financial resources to assist his clients in reaching their personal and financial goals. He is committed to act with honesty and integrity and in the best interest of the client.
Sean has a Bachelor of Science in Business with a double concentration in marketing and entrepreneurship from California State University, Monterey Bay (CSUMB). He was a recognized business leader when the CSUMB, School of business awarded him with the prestigious capstone award.
Sean was previously employed with BuildingWise, LLC. With BuildingWise, Sean delivered customized green building solutions in a consulting capacity, dealing primarily with LEED-EB (Leadership in Energy and Environmental Design, Existing Buildings) certifications in the San Francisco Bay area. Sean uses the same sustainable and renewable mentality in his professional wealth management career while being committed to exceeding each of his clients’ needs.
Sean enjoys spending his free time outside and is an avid rock climber and golfer, enjoying the beautiful Bay Area whenever he finds the opportunity.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
