In his experience in financial planning and investment management, Sean Coen has the knowledge and perspective to help keep you and your financial future on a steady course. Sean understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Sean will be with you every step of the way, doing his best to offer sound advice and customized financial strategies designed specifically for you.
Sean creates long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Sean designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations. When you are comfortable with your new plan, Sean puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Sean began his career in financial services in 2017 and previously spent time in various roles at Edward Jones. Today, Sean provides retirement planning, financial planning through the use of equities, fixed income securities and more through Raymond James.
Sean is originally from Indianola. He graduated from Central College with a Bachelors in Business Management. He enjoys Iowa Hawkeye sporting events, golfing, outdoor activities, and above all else, spending time with his family. He has a wife, Dr. Shelby Messerschmitt-Coen, and 2 children, Raye (4) and Wesley (1).
Raymond James is not affiliated with the above organizations.