Sean is a Certified Financial Planner® practitioner who specializes in building and customizing financial goal plans for clients and positioning investments to align with those long-term goals. Sean joined Raymond James & Associates in 2003, and has been successfully serving clients for more than 22 years.
He consistently reviews the latest planning technologies and solutions for his ever-growing practice. Sean and his partners diligently research investment strategies, always seeking more effective investment alternatives for clients.
Sean has attained the title Senior Vice President, Wealth Management with Meinrod & Leeper Wealth Management of Raymond James. Sean and has been advising clients ever since. He also has 7 years of experience in regional management with the firm. Sean’s knowledge and experience will undoubtedly elevate the engagement level and tangible value clients have come to expect through our well-known quality service.
Sean graduated from the University of Florida in 2001 with a bachelor’s degree in business, specializing in economics. He also completed the Securities Industry Institute (SII) executive program at the Wharton School at University of Pennsylvania in 2016. Sean previously served as Treasurer on the Board of Directors at Clay County Soccer Club and enjoys playing golf, playing guitar and spending time with his wife, Kelly, and their three children.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.