George Seals, CFP®,CRPC®
First Vice President | Wealth Management Advisor@ Merrill Lynch
Washington DC-Baltimore Area
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George Seals, CFP(r),CRPC(r), is a highly experienced financial advisor with over 23 years of work experience. He specializes in event planning, financial analysis, fundraising, investments, and asset management. Based in the United States, George has been a financial advisor with Merrill Lynch Wealth Management since June 2000. His main focus is on risk analysis and wealth preservation strategies for families and individuals in all stages of wealth. George's main focus is on managing liquidity events for holders of concentrated stock and owning privately held businesses. He holds certifications in CERTIFIED FINANCIAL PLANNERTM and CFP, and is the Certified Financial Planner Board of Standards, Inc.
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Emails and Phone Numbers

@ml.com
+1 212449****
+1 202659****
+1 866706****
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About

I have been a financial advisor with Merrill Lynch Wealth Management in the Washington, DC office since June of 2000. The core of my business is centered on risk analysis and wealth preservations strategies for families and individuals in all stages of wealth. One of my main focuses is on managing liquidity events for holders of concentrated stock and owners of privately held businesses. I hail from Martinsville, Virginia where I graduated from Magna Vista High School. After high school I attended the University of Virginia where I received both my bachelors and masters degree. I currently reside in Arlington, VA with my wife, Laura, and our two sons. Certified Financial Planner Board of Standards, Inc. Owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *The College for Financial Planning Institutes Corp. Owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 8667068321
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George Seals, CFP®,CRPC®'s Professional Milestones

  • First Vice President | Wealth Management Advisor (2000-06-01~): Guided clients to achieve higher returns through strategic wealth management strategies and personalized investment strategies.
  • Offensive Line Coach (2008-08-01~2014-12-01): Guided and motivated a team of defensive players, driving their success in the team.
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Education

University of Virginia
University of Virginia1995-01-01-1999-01-01
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