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. At Merrill, Sean was also a Senior Portfolio Advisor in the Merrill Investment Advisory Program, where he helped clients pursue their objectives by managing custom investment strategies on a discretionary basis.
Prior to Merrill, Sean held positions in operations, supervisory, and relationship management 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 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.
