Sean feels that financial planning doesn't need to be complex and prides himself on his ability to make planning and investing easy to understand and implement for his clients.
Sean has more than 20 years of experience in the financial services industry. He started his career in 2000 as an Investment Advisor with Edward Jones Investments and made a move to BB&T Wealth in 2005 where he worked exclusively with high net worth clients creating comprehensive financial plans that encompassed all aspects of their financial life. In 2021 he established his own practice alongside Signature Wealth Group and Raymond James Financial Services to provide a higher level of service and a more comprehensive wealth management experience for his clients. He holds his Series 7, 63, and 65 registrations.
Sean was born in Iowa and moved to North Carolina at the age of 10 when his father started an Edward Jones office. He's lived in Winston-Salem, NC for 17 years with his two daughters, now teenagers, Bailee and McKenna.