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Important Video Disclosures
Sean Kienzle is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Chicago, Illinois. With nearly two decades of industry experience, he serves a diverse and dynamic clientele, focused primarily on high- and ultra-high-net-worth individuals and families who are focused on asset preservation and legacy planning. An efficient and creative problem solver, he is dedicated to helping them optimize their wealth and addressing their often-sophisticated financial situations.
Additionally, Sean enjoys working with young professionals and their families who are building towards high levels of wealth and may not have the time, desire, or experience to properly plan and manage certain aspects of their financial lives. His caring, patient, and uniquely personalized approach seeks to educate clients so they can advance their financial objectives.
Analytically adept, Sean supports clients in making informed, objective decisions about their wealth, such as the timing of retirement, the sustainability of their spending, or the transfer of their legacy to successive generations. He integrates the extensive tools, technology, and research available through Merrill®, as well as the collaborative efforts of specialists throughout the firm, and clients’ attorneys, accountants, and other key professionals, to create customized solutions for clients and their families.
Originally from Toledo, Ohio, Sean graduated from the University of Michigan with a dual major in economics and psychology. After graduation, Sean spent a year in Breckenridge, Colorado, before moving to Chicago in 2006 to begin his career as a Licensed Preferred Banker with Fifth Third Bank. In 2011, Sean was recruited to the Private Client Group at PNC Bank and became a licensed Financial Advisor in 2013. He transitioned to JP Morgan Private Bank as Private Banker in 2014 and joined Merrill as a Senior Vice President, Wealth Management Advisor in 2020. He holds the Certified Private Wealth Advisor® (CPWA®) designation.
Sean, his wife, and son reside in Lincoln Park (Chicago). In his spare time, he enjoys the arts, the outdoors, and sports. He is a member of Executives’ Club of Chicago and The Arts Club of Chicago. Passionate about volunteerism, Sean supports local organizations including Chicago Coalition for Family Building (Board Member), Future Founders, After School Matters, and Braven. He is a former associate board member of Literacy Chicago and the AIDS foundation of Chicago.
University of Michigan
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #426159
Wealth Management Banking Specialist
Merrill
March 12th, 2024|12:00 PM - 12:30 PM CDT
Dreaming of an early retirement? We’ll help you understand what may be achievable
During this event, we will discuss:
March 19th, 2024|11:30 AM - 11:30 AM CDT
Dreaming of an early retirement? We’ll help you understand what may be achievable
During this event, we will discuss:
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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