Sean Rogers

About Sean Rogers

I am a Team Financial Advisor on the CRMB Team with Merrill in Portland, Oregon. I provide a comprehensive approach to managing wealth that begins with getting to know a client, their family, and financial situation by getting to know what matters most to them. I help to create a customized wealth management approach that can be flexible as goals, needs and market conditions change. I provided access to the investment insights of Merrill Lynch Wealth Management and access to Bank of America to help address the various aspects of clients\' financial lives. I am passionate about delivering excellent service and helping clients pursue their goals and finding their own success in life. I earned my bachelor\'s degree in Business Administration from Southern Oregon University. I had the opportunity to play collegiate football. I had the experiences of winning and losing during two national championships. I became a student of the game and a NAIA All American Defensive End, Team Captain, and Permanent Team Captain at Southern Oregon University. After college I had the opportunity to give back to my community and coached at my alma matter Central Catholic Highschool. I enjoyed watching my athletes\' individual successes on and off the field while winning a state championship in the process. I found a passion in investing in other\'s successes. While currently taking a hiatus from coaching, I will get back to coaching soon.

Experience

1. Financial Advisor

   Merrill Lynch

   May 2022 — Present

Education

• Southern Oregon University

  Bachelor's Degree

  2014 — 2019