Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Senior Vice President
Wealth Management Advisor
Sean has been with Merrill Lynch 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 Lynch'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 Merrill Lynch's 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 Lynch Financial Advisor's Program" at the Wharton School, University of Pennsylvania. Within his community, Mr. Flaherty is involved with numerous charities.
Kathleen joined Merrill Lynch in September 2009 and has been part of Sean Flaherty’s team since 2013. Kathleen is responsible for account administration and client relations.
Kathleen is a graduate of Jersey City State University and has been living in Monmouth County for the past 20 years with her husband Neil and Children Ian and Caroline.
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.
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.