Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brian M. Sheehan believes that the two most important elements of his business are personal relationships and communication. He works closely with clients and their families to gain knowledge, build trust and establish realistic expectations. Clients appreciate that he is active in their community and share their devotion to family, children and helping those in need. He is committed to keeping clients informed and answering every question with candor and clarity. Brian began his financial services career in the operations area at Merrill Lynch and believes that this experience enables him to help clients understand the administrative and reporting process and avoid operational problems.
Brian works with individuals who are retired or near retirement-including a large number of corporate executives, police and firefighters- and also with retirement plans and non-profit organizations. His approach begins with the development of a personalized strategy that reflects the client's unique financial goals and aspirations. After conducting a thorough information gathering and risk assessment initiative, he works with the client to produce a detailed wealth management strategy that addresses issues such as retirement planning, education planning, insurance, long-term care and investment objectives. To strengthen his knowledge in this area he obtained the prestigious Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
To Brian, investing is a process, not an event. He believes that asset allocation and rebalancing are critical in constructing and maintaining an investment portfolio that reflects each client's time horizon, risk tolerances and goals. Utilizing the world-class research and investment platforms provided by Merrill Lynch, Brian develops customized, diversified investment portfolios that invest assets with select money managers. On an ongoing basis, he works with clients to educate them on what they are investing in and why.
Brian began his career with Merrill Lynch in April 1985. He attended Regis High School and NYU School of Business and Public Administration on full academic scholarships. Brian enjoys getting involved in the community. He is currently a Third Degree member of the Knights of Columbus and is an active member of St. Brigid's Parish(Westbury). He is also on the advisory board of The Irish Studies Institute at Molloy College (Rockville Centre). Brian is also the Vice President of the Central Nassau Athletic Association (Salisbury, NY) and helps manage softball, baseball, and basketball leagues. As a long-time member and immediate past president of The Friendly Sons of St. Patrick, Brian helps organize an annual event that enables underprivileged, disabled children from Ireland to visit and experience New York City. Brian resides in Westbury with his wife, Lisa, and their three children, Ryan, Nicole and Matthew.
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.
Regis High School
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 414086
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.