Sean Kienzle

About Sean Kienzle

My passion for finance and investing began when my father gave me a copy of The Wall Street Journal Guide to Understanding Money & Investing when I was 14 years old. After graduating from The University of Michigan with a dual major in economics and psychology, I began my financial services career and have spent the past 16 years honing my skills and experience to best serve my clients and their families. Combining the personalized attention and feel of a \"boutique\" firm with the power and insights of a global financial institution helps me eliminate bureaucracy and create robust financial strategies tailored to my clients\' unique situations. WHY DO CLIENTS COME TO ME? • I love learning about my clients\' lives, hearing their stories, and discovering how they achieved their success. I believe that by asking the right questions and taking a deep interest in them, I\'m in a better position to truly understand their unique circumstances, priorities, and family dynamics. It also helps me uncover any potential holes in their financial situations. • Honest, knowledgeable, comprehensive, and objective, I educate my clients and help them feel comfortable with the \"what\" and the \"why\" of the strategies I propose so they can spend less time worrying and more time living. • I can provide fiduciary services through Merrill\'s Investment Advisory Program. • Tailoring my concierge level of service to my clients\' personal preferences, I never ask them to do anything that my team and I can take care of on their behalf. ABOUT ME • My wife and I are proud Chicagoans. We\'re actively involved in my community and enjoy supporting various organizations focusing on the arts and education. • In my spare time I love sports and the outdoors, especially skiing, soccer, and hiking. I also do the NYT crossword every day and am always looking for reading list recommendations. Link with me or reach me directly at 31••••••69 or s••••••••@ml.com if you\'d like to start a conversation.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Sep 2020 — Present

Education

• University of Michigan

  Bachelor's Degree

  2000 — 2004