Chad Seman
I am dedicated to helping individuals, families, and businesses navigate the complexities of personal finance, investments, and wealth management. I take a personalized approach to financial advising, helping to ensure that each client receives tailored strategies that align with their unique financial goals and life stages. As your financial advisor, my experience spans a broad range of areas, including retirement planning, portfolio management, tax-efficient investing, estate planning services, and risk management. I work closely with clients to develop tailored financial plans designed to grow and protect their wealth over time. My passion lies in empowering my clients with the knowledge and tools they need to make informed financial decisions. My demeanor, combined with my clear communication style, helps to make even the most complex financial topics accessible to clients of all backgrounds.
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.
