Profile

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 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 Counselor^SM 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 Wealth Management, 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 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. 

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*Asset allocation does not ensure a profit or protect against loss in a declining market.

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.