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.
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.
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.
