Sean McGee

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

I have helped individuals, families and business owners achieve their financial goals. I focus on growing my clients' hard-earned savings into wealth. It's important to me to remove the financial stress from my clients' lives.

I'm accessible, highly skilled and responsive and 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

I am one of a limited group of Senior Portfolio Managers qualified to manage your investments directly without delegating decisions to others – freeing up your time and simplifying your life. Senior Portfolio Managers can help clients pursue their objectives by managing on a discretionary basis their own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.