Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Senior Vice President
Wealth Management Advisor
Sean has been with Merrill Lynch Wealth Management since 1994. He is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Sean assists a select group of affluent clients in investment management, tax and estate planning issues as well as wealth preservation.
Drawing on his experience and Merrill's global resources, Sean develops personalized, strategic recommendations to address the complex needs of clients with substantial wealth. Together with specialists in different areas of experience, Sean offers clients a wide range of services including: portfolio management; stock option analysis and sophisticated retirement planning; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus an array of wealth preservation and transfer services.
Using proprietary analysis, historical data, and BofA's global objective research, Sean creates customized investment strategies that are designed to help meet clients expectations and long-term goals. His goal is to help minimize downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.
Sean works closely with clients' other family advisors, including attorneys and accountants, to focus on the client's total wealth management needs.|Mr. Flaherty is one of the first graduates from the "Merrill Financial Advisor's Program" at the Wharton School, University of Pennsylvania. Within his community, Mr. Flaherty is involved with numerous charities.
Cory Wajda is a Registered Client Associate that started with Merrill in January 2015. He is a point of contact to assist with all security or monetary transactions between your accounts and assists clients with customer service regarding any questions you have about your financial accounts.
Cory joined the team in June 2019 when moving to the Manasquan NJ office. Cory is currently going back to school to obtain a degree from Rutgers in Finance with a concentration in Business Analytics.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.