My Website  Phone: 267-757-1441 e-mail: sean_a_mcgee@ml.com 

Managing your wealth begins with a deep understanding of your full financial picture.  So I initiate most new client relationships by taking you through our personalized planning process.  Subsequently I structure your accounts and optimally allocate your investments to match your appropriate risk level, objectives, time horizon and liquidity needs.  I then carefully manage your investments through dynamic decision making in ever changing financial markets. I am one of a limited group of Senior Portfolio Managers qualified to manage your investments directly without delegating decisions to other investment managers – freeing up your time and simplifying your life.  As a Senior Portfolio Manager, I can help you pursue your objectives by managing your portfolio on a discretionary basis with my own Personalized and Defined Strategies, which typically consist of individual stocks and exchange traded funds.  I'm accessible, highly skilled and responsive.  I believe that striving to meet your goals is the most important part of my wealth management practice. I will assist you and your family with planning for your future so that you are prepared for anything that life brings, from educating your children to funding your retirement to planning your estate, and everything in between. In addition to your investments, I can assist you through Bank of America, N.A. with home financing, securities-based lending and all your banking needs.  My NMLS#: 579256.  My team is continuously committed to delivering you high-touch personalized service.