Sean Flaherty

Sean Flaherty,
Senior Vice President
Wealth Management Advisor

Sean has been with Merrill Lynch Wealth Management since 1994. He is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Sean assists a select group of affluent clients in investment management, tax minimization strategies and estate planning issues as well as wealth preservation.

Drawing on his experience and Merrill's global resources, Sean develops personalized, strategic recommendations to address the complex needs of clients with substantial wealth. Together with specialists in different areas of experience, Sean offers clients a wide range of services including: portfolio management; stock option analysis and sophisticated retirement planning; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus an array of wealth preservation and transfer services.

Using proprietary analysis, historical data, and BofA's global objective research, Sean creates customized strategies that are designed to help meet clients expectations and long-term goals. His goal is to help minimize downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.

Sean works closely with clients' other family advisors, including attorneys and accountants, to focus on the client's total wealth management needs.|Mr. Flaherty is one of the first graduates from the "Merrill Financial Advisor's Program" at the Wharton School, University of Pennsylvania. Within his community, Mr. Flaherty is involved with numerous charities.


Gina Kletter is a Registered Wealth Management Client Associate that started with Merrill in June of 2022.  She is a point of contact to assist with all security or monetary transactions between your accounts and assists clients with customer service regarding any questions you have about your financial accounts.   

Gina joined the team in June 2022 after 25 years in the industry at several other major firms.  Gina is very experienced in the brokerage business and dedicated to working closely with our clients.

 






*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.



 



I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.