Sean Waltz Email Address

Senior Vice President

Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

Our mission is to be our clients most trusted resource in every aspect of their lives. We achieve this by providing our clients with a sophisticated, customized wealth and planning strategy. Our overarching core tenet is a passion to build enduring client relationships through our commitment to deliver appropriate guidance and a "best in class" service experience.  As a Senior Vice President Wealth Management Advisor and founder of the Waltz-Ledesma Group, my team and I have helped clients reach their financial goals for nearly 30 years. In 2010, 2012, 2014, 2017, 2018, 2019, 2020 and 2021 (Published annually in Feb- March. Rankings based on data as of September 30 of prior year), I was honored to be named a Barron's Top Advisor in the United States. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.