Sean is a CERTIFIED FINANCIAL PLANNER ™ practitioner and he specializes in building and customizing financial goal plans for clients and positioning investments to align with those long-term goals. Sean, along with his partners, regularly reviews and researches investment solutions, always seeking more effective and efficient investment alternatives for clients. Sean also serves as the branch director for Meinrod & Leeper Wealth Management of Raymond James. Sean joined Raymond James in 2003 and has been advising clients ever since. He also has 7 years of experience in regional management with the firm. He believes his knowledge and expertise will undoubtedly elevate the engagement level and tangible value clients have come to expect through our well-known Red-Carpet service.
Sean graduated from the University of Florida in 2001, with a bachelor’s degree in business, specializing in economics. Sean also completed the Securities Industry Institute (SII) executive program at the Wharton School at University of Pennsylvania in 2016. Sean also serves as Treasurer on the Board of Directors at Clay County Soccer Club. Sean 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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.