Seann Courtney

Merrill Lynch Wealth Management
225 Liberty Street
Floor 38
New York, NY 10281
(212) 236.5509
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Seann Courtney
Profile

Seann began his career with Merrill Lynch Wealth Management in 2013 on the administrative side and then continued as a Financial Advisor in Rochester, New York. After a brief leave of absence in 2016 – he joined a team at One Bryant Park in Merrill’s Private Wealth Management division at One Bryant Park, New York, NY.

Seann returned to the Financial Advisor role in 2018 and integrated into his family practice of 35 years, led by Karen Verrone. Seann is relentless in tracking down answers, bringing a proactive and determined approach to client service. His daily responsibilities on the team are focused on financial strategies and investment planning. He currently holds the Series 7 and Series 66 FINRA registrations as well as the New York State Life, Accident and Health insurance. Their practice concentrates on making the financial lives easier for business professionals and families in retirement.

Seann studied Finance at St. John Fisher College in Rochester, NY. His outside interests include cycling, music and spending time with friends and family. Seann currently lives in Rye, NY with his wife, Sarah and sons, James and Oliver.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Charles Chatfield Richardson
Registered Wealth Management Client Associate
212.236.5236
Deborah J Spychalski
No Officer Title, Registered Wealth Management Client Associate
585.899.2722
Derek Schulman
Wealth Management Client Associate (FP)
212.236.5607
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.
Peter Hekl
Wealth Strategies Advisor
Bank of America, N.A.
Andrew Almonte
Wealth Management Banking Specialist
Merrill
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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Seann Courtney is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.