Sean McGee
,
Senior Vice President, Wealth Management Advisor
1040 Stony Hill Rd
Yardley, PA 19067
267.757.1441
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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.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
David P Weaver
Registered Wealth Management Client Associate
267.757.8962
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sean McGee is registered to do business in AZ, CA, CT, DE, FL, IL, IN, KS, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA.