About
Sean
Sean collaborates with a team of wealth advisors to provide customized, comprehensive, financial, tax, and investment management. He aids high net worth individuals, families, corporate executives, and young professionals in all aspects of their financial lives. This includes the planning and implementation of tax strategies, asset allocation decisions, education and philanthropic planning, along with estate and retirement planning.
Outside of work, Sean enjoys spending time with his wife and two children.
Education and Professional Milestones
-Bridgewater State University - bachelor’s degrees in finance and business administration
-Series 65 license holder
Sean collaborates with a team of wealth advisors to provide customized, comprehensive, financial, tax, and investment management. He aids high net worth individuals, families, corporate executives, and young professionals in all aspects of their financial lives. This includes the planning and implementation of tax strategies, asset allocation decisions, education and philanthropic planning, along with estate and retirement planning.
Outside of work, Sean enjoys spending time with his wife and two children.
Education and Professional Milestones
-Bridgewater State University - bachelor’s degrees in finance and business administration
-Series 65 license holder