Sean O'Donnell
,
Assistant Vice President, Financial Advisor
75 Rockefeller Plz
New York, NY 10019
212.415.8969
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Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Profile

After spending much of his career in private banking, Sean joined Merrill Lynch Wealth Management in 2020. Since 2005, he has been working with individuals and families helping them to optimize their financial lives. He begins each relationship by focusing on offering a comprehensive approach to managing wealth and financial planning. This begins with getting to know a client, their family and what matters most to them so that they can be best positioned to achieve their goals. 

Sean's business is built around the principals of financial planning, so as part of his commitment to understanding the nuances and intricate planning techniques of a financial plan, he attained the CERTIFIED FINANCIAL PLANNER certification, as awarded by the Certified Financial Planning Board of Standards, Inc.  

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Michael J. Fox Foundation.

Sean lives on Long Island with his wife and two daughters and can be found spending time and making memories with them or on a golf course when time avails.

About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Kelsey Lamb
Wealth Management Client Associate
212.415.8846
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.
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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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.
Sean O'Donnell is registered to do business in CA, CO, CT, DC, FL, GA, KS, KY, MA, MD, MI, NJ, NM, NV, NY, PA, PR, SC, SD, TX, VA, VT, WI.