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Sean Kienzle is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Chicago, Illinois. With more than 17 years of industry experience, he serves a diverse and dynamic clientele, including 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 in 2020. He holds the Certified Private Wealth Advisor® (CPWA®) designation.
Sean and his wife reside in 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 various local organizations including Future Founders, Chicago Coalition for Family Building, After School Matters, and Braven. He is a former associate board member of Literacy Chicago and the AIDS foundation of Chicago.
University of Michigan
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Management Lending Officer
Bank of America, N.A.
NMLS #426159
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
May 18th, 2023|11:30 AM - 12:00 PM
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. We'll help you discover what the best fit is for you & your loved ones and how to get started.
May 23rd, 2023|11:30 AM - 12:00 PM
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. We'll help you discover what the best fit is for you & your loved ones and how to get started.
May 23rd, 2023|7:00 PM - 7:30 PM
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. We'll help you discover what the best fit is for you & your loved ones and how to get started.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.
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