• Sean Mullervy, MBA, CFP®

    Financial Advisor
    Branch Manager

    CERTIFIED FINANCIAL PLANNER

"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." (Warren Buffett)

The same could be said about hiring a Financial Advisor.

Offering a wide range of investment services, Sean Mullervy is a passionate Financial Advisor in Fort Lauderdale who is committed to helping you achieve your financial goals. Specializing in financial planning and wealth management, Sean works with clients in Fort Lauderdale, Broward County, South Florida and beyond to design portfolios that meet their individual needs. Professional service is what sets him apart from other Financial Advisors. If you need assistance managing and preserving your wealth and income, Sean Mullervy will put you and your needs first.

With approximately 20 years of experience as a Financial Advisor at Raymond James, Fidelity Investments and American Express, Sean Mullervy helps clients in Fort Lauderdale, Broward County, South Florida and multiple states with a broad range of financial strategies. As an independent Financial Advisor with Raymond James in Fort Lauderdale, Sean focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Through ongoing, open communication with his clients and his own continual professional growth, Sean seeks to develop strategies designed not only to achieve objectives, but also to account for potential issues before they ever arise. Sean's mission is to be your trusted partner, to understand your individual investment needs, goals and values, and to remain always dedicated to acting solely in your best interests.

Sean Mullervy chose to affiliate with Raymond James Financial Services because the firm allowed him to become an independent Financial Advisor with more professional freedom and a small business owner with a Florida corporation. Raymond James Financial Services also shares Sean's client-centered focus and allows him to offer you objective advice and the resources that are right for you and your planning needs, free from any pressure or any incentives to promote proprietary products or services.

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Before joining Raymond James as an independent Financial Advisor in 2011, Sean Mullervy was an employee Financial Advisor with Fidelity Investments in Fort Lauderdale from 2003 to 2008. At Fidelity Investments in Fort Lauderdale, Sean provided Fidelity financial planning and wealth advisor services to thousands of high net worth clients in Broward County and South Florida. Then as an employee Vice President and Financial Advisor at Fidelity Investments in Fort Lauderdale, he managed a book of business that totaled over $1 Billion for hundreds of high net worth and ultra-high net worth clients in Broward County and South Florida from 2008 to 2011. Prior to Fidelity Investments, Sean was a Manager and Financial Advisor with American Express Financial Advisors in Southeastern New England and South Florida from 2000 to 2002.

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, Sean enhanced his experience by obtaining his CERTIFIED FINANCIAL PLANNER or CFP® certification in 2012.

Sean Mullervy has been a member of the Greater Fort Lauderdale Chamber of Commerce serving Broward County and South Florida, the Financial Planning Association of Fort Lauderdale and the Riverwalk Trust in Fort Lauderdale. He has also been a Financial Advisor host on MoneyTalk Radio South Florida and a Founder's Club Member of GuideVine South Florida. When Sean is not working as an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER professional, he enjoys: watching New England and South Florida sports, reading Financial Advisor and CFP® articles, dining out in Fort Lauderdale and Broward County, exploring South Florida and traveling the World.

Sean helps people in Fort Lauderdale, Broward County, South Florida and beyond 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® professional, please contact us. If you already have a Financial Advisor or have multiple Financial Advisors, visit the Are Your Financial Advisors Right For You? page. If you want to learn about how a Financial Advisor may help you, click on the Working With A Financial Advisor and What Is A CERTIFIED FINANCIAL PLANNER (CFP®) Professional? links.

Working With A Financial Advisor.

What Is A CERTIFIED FINANCIAL PLANNER (CFP®) Professional?

 

Appointment Hours

Mondays 10:00 AM to 6:00 PM
Tuesdays 10:00 AM to 6:00 PM
Wednesdays 10:00 AM to 5:00 PM
Thursdays 10:00 AM to 5:00 PM
Fridays 10:00 AM to 1:00 PM

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.