PROFESSIONAL PROFILE

Sean M. Lucas

As a Merrill Lynch Financial Advisor and CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Sean's objective is to develop long-term financial advisory relationships that are unique to each and every client. Since 1995 it has been Sean's practice to promote a systematic approach to investing that is consistent with each client's goals.

Through Merrill Lynch, Sean can provide a wide array of financial and investment services including financial strategies, retirement, estate and college planning, investment portfolio management and much more. He also constructs unique growth oriented equity portfolios for qualified clients. In conjunction with these services, Sean is supported by specialists and top-rated investment research.

He is an honor graduate from the University of California, Sacramento with a B.S. degree in Business Administration with a concentration in Finance. Sean is Series 7, 63 and 65 registered and holds life/long-term care insurance licences. In addition to his CFP® Sean has received the Chartered Financial Consultant (ChFC) and Certified Financial Manager designations. Sean lives in Rocklin, California with his wife and their two children.

Wendy McTavish

Wendy has been with Merrill Lynch since 1994. She is experienced in assisting clients with any administrative service and operational matters.