Seann Courtney
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.
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.
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.
