Sean O'Riley

Client Services Associate

Sean has been in the financial services industry for over 22 years. He started his financial services career at Franklin Templeton Investments in 2000 and worked for them until 2022. During his tenure he worked with high-net worth clients and top producing financial advisors specializing in Retirement Accounts, Employer Sponsored Plans, Business Accounts, and 529 College Savings Plans. He worked in various departments, including Operations, Service, and Training and has a strong knowledge of the financial markets as a whole.

When Sean is not working, he enjoys outdoor activities with his wife, watching sports, and playing golf. Sean and his wife moved from St. Petersburg, Florida to Holly Springs in September of 2020.