Rounds Wealth Management Group

Merrill Lynch Wealth Management
620 S Tryon St
Charlotte, NC 28255
(704) 339.2134
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While life cannot always be predicted, it can be prepared for. As a client of Rounds Wealth Management Group, you will have access to an approach to wealth planning that covers all aspects of creating, funding, managing, and administrating wealth management across your life priorities. More than ever before an integrated approach to all financial areas of your life is critical in helping you with what matters most.
Rounds Wealth Management Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Sean Rounds
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Rounds Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Sean Rounds,

AAMS™, CPFA®, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
704.339.2134
Bri Tysinger,

CFP®

Assistant Vice President, Wealth Management Advisor
704.339.2065
Charles Taylor,

CRPC™

Registered Wealth Management Client Associate
704.339.2003
Additional Resources
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.
Kelly Siglinger
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1530990
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Adam J. Ward
Retirement Specialist
Bank of America, N.A.
About Merrill

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.

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AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.