Sean has worked at Merrill and Bank of America for the past 10 years. He moved to Florida from Boston 10 years ago with his wife Stacy and now two Kids, Michael and Mila. Sean and his family have been heavily involved in many youth sports organizations throughout Naples and are happy to call Naples their home. Sean has a Bachelor's in Finance and holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional.
Sean takes pride in forging trust-based relationships, ensuring clients are equipped with strategies to enhance both their future and present lifestyles.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
