Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For over 20 years, Sean A. McGee, CFA, CFP®, CRPC® CPFA has helped individuals, families and business owners achieve their financial goals. He focuses on growing clients' hard-earned savings into wealth.
Accessible, highly skilled and responsive, Sean believes that striving to meet client goals is the most important part of his wealth management practice. He assists clients plan for their future so that they may be prepared for anything that life brings, from educating children to funding retirement to planning for their estate, and everything in between. In addition to investments, Sean assists clients with home financing (NMLS #: 79256), securities-based lending and general banking needs. This includes business lending through Bank of America. Sean is also a licensed agent for life, health and long-term care insurance.
Sean is a qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Lynch Advisors’ clients.
Sean holds a BSME from Lehigh University and an MBA from the Darden Graduate School of Business Administration at the University of Virginia.
Sean has earned the right to use the Chartered Financial Analyst (CFA) designation. He is also a member of the CFA Institute and the CFA Society of Philadelphia.
Sean holds the CERTIFIED FINANCIAL PLANNER certification (CFP), awarded by the Certified Financial Planner Board of Standards, Inc.
Sean holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning.
Sean holds the Certified Plan Fiduciary Advisor (CPFA), a designation award by the National Association of Plan Advisors.
Prior to joining Merrill Lynch, Sean worked eight years in finance, marketing, strategic planning and engineering. Sean holds the Series 3, 7, 9, 10, 31, 63 and 65 FINRA registrations.
Sean is passionate with giving back to the community and has most recently served as Vice President on the Board of Trustees of the Hunterdon Art Museum. He enjoys road cycling, swimming, photography and travel.
University of Virginia
Forbes "Best-in-State Wealth Advisors" list in 2018
Forbes "Best-in-State Wealth Advisors"
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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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.