Sean Dhila

Experience

• 

  Merrill Lynch

  Sept 2014 - Oct 2019

  • Financial Advisor

    Jun 2016 - Oct 2019

  • Client Associate

    Sept 2014 - Jun 2016
• 

  Morgan Stanley

  Oct 2020 - now

  Assistant Vice President | Business Development Associate

  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.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlSean Dhila may only transact business in states where he/she is registered or excluded or exempted from registration. https://brokercheck.finra.org/individual/summary/6396180 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Sean Dhila is not registered or excluded or exempt from registration. Show less