Seamus has been a financial advisor with Merrill Lynch since 2004. His previous experience selling 401(k) plans for Paychex landed him a position on a corporate retirement team at Merrill Lynch where he sources new business and services existing plans. The team oversees approximately 110 corporate retirement plans valued at roughly $600 million.
In addition to his role on the team, Seamus works closely with many of the executives and participants within the plans, assisting them with wealth management and retirement planning. The scope of such work generally includes probabilistic forecasting, asset and liability management, liquidity and risk management, insurance and college savings plans.
Seamus graduated from the University of Illinois at Chicago in 2001 where he earned a Bachelor's of Science degree. In 2007, he was awarded the Chartered Retirement Planning Counselor sponsored by the College of Financial Planning. He holds Series 7 and 66 securities licenses as well as those required to write life and health insurance policies.
Seamus lives in the North Shore of Chicago and enjoys sailing, traveling and spending time with his growing family.