Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Sean Kienzle is a Senior Vice President and Financial Advisor with Merrill Lynch Wealth Management based in Chicago, Illinois. With more than 16 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 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 strategies for clients and their families.
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
January 12th, 2023|11:30 AM - 12:00 PM CDT
Dreaming of an early retirement? We’ll help you understand what’s achievable
During this event, we will discuss:
January 18th, 2023|11:30 AM - 12:00 PM CDT
Dreaming of an early retirement? We’ll help you understand what’s achievable
During this event, we will discuss:
January 19th, 2023|7:00 PM - 7:30 PM CDT
Dreaming of an early retirement? We’ll help you understand what’s achievable
During this event, we will discuss:
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.
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