Sean Dhila
Financial Advisor at Morgan Stanley l Financial Planning Specialist
- Role
- Assistant Vice President Business Development Associate at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Sean Dhila
Guiding busy and successful clients in making more informed and confident decisions about…
Experience
Assistant Vice President Business Development Associate
Oct 2020 — Present · Beverly Hills, CA, US
Growing up in Olney, Maryland, I always had a love for numbers. In fact, my favorite subject in school was math. It’s no surprise, then, that I earned my degree in Finance, with a minor in Economics, from the University of Maryland. During my junior year, I worked part-time at Merrill Lynch. Upon graduation, I joined the firm full-time as a Client Associate and two years later, became a Financial Advisor and Senior Portfolio Advisor. In 2020, I had the opportunity to move to California to join The Envision Legacy Group. As the team’s Business Development Associate, I enjoy combining my experience in client service with my knowledge in financial planning to identify innovative marketing strategies that deepen client relationships and ensure an excellent client experience.©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
University of Maryland
Bachelor's Degree
2012 — 2016
Skills
- Series 7
- Series 66
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