Offering a wide range of investment services and alternatives, Sean Mullervy is passionate about helping you achieve your financial goals. Specializing in retirement planning and retirement income planning, Sean works with clients to design investment portfolios to meet their individual needs. Professionalism and service are what sets Sean apart from others in the industry. Whether you need assistance managing and preserving your assets and income or just want to learn and understand financial concepts and terminology, Sean Mullervy will put you and your needs first.
With 15 years of experience in the financial services industry, Sean Mullervy advises clients on a broad range of financial planning strategies. At Raymond James Financial Services in Fort Lauderdale, FL, 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 a Branch Manager and Financial Advisor, Sean Mullervy worked for Fidelity Investments in Fort Lauderdale, FL from 2003 to 2011. As a Vice President and Senior Account Executive at Fidelity, Sean provided investment guidance to approximately 500 individuals and families for a book of business totaling over $1 Billion. He also held the positions of Manager and Financial Advisor with American Express Financial Advisors from 2000 to 2002. Additionally, 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 designation in 2011 and his Certified Financial Planner designation in 2012.
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.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
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 $447 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 1/23/2014
1 Past performance is not indicative of future results.