Sean is Principal and co- Chief Wealth Advisor, a role he shares with the founder, Steve Davis. Sean is a dedicated financial advisor with more than 25 years of experience helping individuals and families plan for a confident financial future. A graduate of Fordham University in New York City with a B.S. in Business Administration, Sean has built his career on a strong foundation of knowledge and a genuine passion for guiding clients through every stage of their financial journey.
Over the past two decades, Sean has worked with several respected investment management firms in the U.S. and Europe, gaining deep insight into markets and strategies that help his clients thrive. He holds his FINRA Series 65 license, along with Life and Health Insurance licenses, and has previously passed the Series 7, 63, and NFA Series 3 exams.
What sets Sean apart is the personal attention he gives every client. He takes the time to truly understand their unique goals, challenges, and aspirations to create tailored strategies that support long-term success, especially when it comes to retirement planning.
Outside of the office, Sean enjoys hiking and skiing in the White Mountains with his wife and their three daughters, finding balance and inspiration in the outdoors.
