Sean joined HB Wealth in February 2025 as a Senior Wealth Advisor. He has spent his entire career in the Wealth Management industry helping individuals, families, and not-for-profits achieve their personal and financial goals. His ability to listen to clients and hear their concerns has allowed him to build relationships and proactively identify solutions that are well researched and customized.
Before joining HB Wealth, Sean spent 15 years at BNY Mellon Wealth Management. There, he managed a book of clients and held a leadership role overseeing the Tampa and Winter Park offices.
Sean has held leadership and board member roles in various community not-for-profits. These include his local church, schools his children have attended, and other organizations focused on the well-being of the community.
Sean earned his BSBA with a major in Finance from Xavier University in Cincinnati, Ohio. He is also a CFA charterholder.
In his spare time, Sean enjoys playing golf, hiking, and watching college basketball. He is also an aviation enthusiast and holds a private pilot license. Sean is married and has two daughters.