Investment Philosophy

As an independent Financial Advisor, Sean can offer you a customized investment strategy instead of just a generic investment program.  Your personalized portfolio will be based on your unique situation, attitudes, preferences and goals.  It will be designed to account for change, both in the market and your circumstances, so that it can work with you and for you at every stage of your life.

Sean's approach to investing is straightforward;  he focuses on becoming your partner in building the future you desire.  As you work together, he will thoroughly explain the investment strategies he recommends so that you will be fully comfortable with all aspects of them.  Every decision you make will be focused on achieving the results you want.  His mission is to help you achieve financial independence through professional advice, sound risk management, quality investment products and personal, efficient service.

Sean 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.

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Financial Advisor Image
Sean M. Mullervy, MBA, CRPC®, CFP® CERTIFIED FINANCIAL PLANNER™ Branch Manager/Financial Advisor
3471 North Federal Hwy
Suite 205
Fort LauderdaleFL 33306
Phone: 954-564-3434
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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