Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Oakland, CA 94607
Sean Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 24 years of experience in the financial services industry. He joined Merrill Lynch in 2003 after three years at Morgan Stanley Dean Witter and focuses on creating customized wealth plans that align with each client’s specific needs. Sean employs a disciplined process of monitoring and adjusting plans to help clients achieve their financial goals while managing investment risk.
Sean has extensive expertise in working with highly compensated professionals, particularly corporate attorneys, corporate employees with stock-based compensation, and retirees seeking income generation from their portfolios. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income.
Sean earned his bachelor's degree from the University of California, Berkeley in 1995. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Alameda with his wife and two sons, Sean is active in his community as a youth basketball and baseball coach and teaches adult and high school Bible classes at the Church of Christ in Hayward, California.
Bank Of America, N.a.
2010 - Present (16 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
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