Professional Bio
Sean is committed to building strong, lasting client relationships that extend as deep as three generations. He works closely with clients and their families at all life stages, from young professionals to business owners, executives, and retirees. His creative, dynamic approach to wealth management centers on helping clients to define their financial goals and chart a clear path to pursue them. He encourages clients of all ages to think ahead to retirement and the kind of life they want to live.
Sean combines his own knowledge with the skills of an experienced team. He strives to take the emotion out of financial decision-making with a disciplined, transparent approach that aims to help clients grow and preserve their wealth in changing market and economic conditions. As a Senior Portfolio Advisor in the Merrill Investment Advisory Program, he helps clients pursue their objectives by managing their wealth on a discretionary basis utilizing custom investment strategies.
Prior to joining Merrill in 2017, Sean had nine years of operations, supervisory, and relationship management experience with a global provider of asset management solutions. Sean is a CERTIFIED FINANCIAL PLANNER™*, CFP® professional and a graduate of Dickinson College with a Bachelor’s degree in Policy Management. He is an active member of the Dickinson College Football Alumni Association.
Sean’s personal interests include travel, fitness, and spending time with his close-knit family. He lives in Mount Laurel, New Jersey.
