Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sean Dhila is a Financial Advisor and Portfolio Advisor in Washington, D.C., and has been in the financial services industry since 2011. Sean began his career at Merrill Lynch in 2014, as a Client Associate where he was able to build and strengthen relationships with clients, helping to service their accounts in order to meet their financial goals. Since joining Merrill, his primary focus has been on helping individuals, families, business owners, and hoteliers reach their short and long-term financial objectives. Given his strong foundation in his abilities to assist clients with their financial matters, Sean truly learned all aspects of wealth management allowing him to seamlessly transition into the role of a financial advisor.
A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
Sean firmly believes that the best approach to wealth management is to always put the client’s needs and objectives first. He realizes and acknowledges that each individual has unique and specific goals, thus providing a customized approach to building financial strategies in the best interest of each client. Sean is able to encompass all aspects of a strong and detailed financial strategy consistent with the client’s values, aspirations, and beliefs. This in turn allows him to not only build and create custom financial pictures, but also utilize the firm’s internal specialist in the areas of trust planning/administration, life and long-term care insurance, annuities, banking and lending services through Bank of America to help ensure a holistic wealth management experience.
Sean graduated from the University of Maryland with a B.A in Finance and a minor in Economics. Sean is a Montgomery County native, and currently resides in Olney, Maryland. During his spare time, he enjoys traveling, playing golf, cooking, being outdoors, and spending time with his close friends and family.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Gujarati, Hindi & Spanish
University of Maryland
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.