Offering a wide range of investment services, Sean Mullervy is a passionate Financial Advisor in South Florida who is committed to helping you achieve your financial goals. Specializing in financial planning and investment management, Sean works with clients to design portfolios that meet their individual needs. Professional service is what sets him apart from other Financial Advisors. If you need assistance managing and preserving your assets and income, Sean Mullervy will put you and your needs first.
Sean Mullervy helps people in Fort Lauderdale, Broward County, South Florida and multiple states plan for their financial goals and dreams. If you are looking for an independent Financial Advisor who is also a Certified Financial Planner or CFP, please contact us. If you already have a Financial Advisor or have multiple Financial Advisors, visit the "Are Your Financial Advisors Right For You?" page. Tune in to his show "Dollars & Sense" on South Florida's MoneyTalk Radio 740 AM every Thursday at 8:30 AM ET, or listen live through www.wsbrradio.com and the iHeartRadio app.
With 15 years of experience as a Financial Advisor at Raymond James, Fidelity Investments and American Express, Sean Mullervy helps clients in South Florida and multiple states with a broad range of financial strategies. As an independent Financial Advisor with Raymond James Financial Services in Fort Lauderdale, Sean focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Before joining Raymond James as an independent Financial Advisor in 2011, Sean Mullervy was an employee Financial Advisor with Fidelity Investments from 2003 to 2008. At Fidelity Investments in Fort Lauderdale, Sean provided Fidelity financial planning and investment advisor services to thousands of clients in Broward County and South Florida. Then as an employee Vice President and Financial Advisor at Fidelity from 2008 to 2011, he managed a book of business that totaled over $1 Billion for hundreds of clients in Broward County and South Florida. Prior to Fidelity Investments, Sean was a Manager and Financial Advisor with American Express Financial Advisors in Southeastern New England and South Florida from 2000 to 2002. He currently holds Series 7, 9, 10, 63 and 65 securities licenses.
Sean Mullervy graduated from Rhode Island College in 1996 with a Bachelor of Science in Management and a Minor in Economics. At Rhode Island College, Sean was a member of the honors program and earned an academic scholarship. He additionally completed his MBA in Finance at Providence College in 1999. A firm believer in continuing education, he enhanced his experience by obtaining his Chartered Retirement Planning Counselor (CRPC) designation in 2011 and his Certified Financial Planner (CFP) designation in 2012.
When Sean is not working as a Financial Advisor and Certified Financial Planner, he enjoys: watching New England and South Florida sports, reading Financial Advisor and CFP articles, dining out in Fort Lauderdale and Broward County, exploring South Florida and traveling the World. He also enjoys hosting a weekly radio show, "Dollars & Sense", on South Florida's MoneyTalk Radio WSBR 740 AM.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $479 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.